IA
MDSO

IFP Advisors’s Medidata Solutions, Inc. MDSO Stock Holding History

IFP Advisors’s Portfolio MDSO Stock Details MDSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-140
Closed -$9K – 3823
2018
Q4 		$9K Buy
140
+2
+1% +$141 ﹤0.01% 2589
2018
Q3 		$10K Buy
138
+1
+0.7% +$80 ﹤0.01% 2883
2018
Q2 		$11K Sell
137
-996
-88% -$74.7K ﹤0.01% 2865
2018
Q1 		$72K Hold
1,133
– – ﹤0.01% 1590
2017
Q4 		$72K Sell
1,133
-204
-15% -$14.5K ﹤0.01% 1602
2017
Q3 		$104K Sell
1,337
-30
-2% -$2.28K ﹤0.01% 1534
2017
Q2 		$107K Sell
1,367
-12
-0.9% -$836 ﹤0.01% 1497
2017
Q1 		$80K Sell
1,379
-202
-13% -$10.9K ﹤0.01% 1650
2016
Q4 		$79K Buy
1,581
+1
+0.1% +$52 ﹤0.01% 1600
2016
Q3 		$88K Buy
1,580
+303
+24% +$16.1K ﹤0.01% 1454
2016
Q2 		$60K Buy
+1,277
New +$55.6K ﹤0.01% 1663
2016
Q1 		– Sell
-1,271
Closed -$63K – 3810
2015
Q4 		$63K Buy
+1,271
New +$55.9K ﹤0.01% 1464

Other funds holding MDSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IFP Advisors's MDSO Position: Q1 2019 in Review

IFP Advisors sold out of Medidata Solutions, Inc. (MDSO) in Q1 2019, closing a stake of 140 shares — an estimated $9K sold.

IFP Advisors first reported a position in MDSO in Q4 2015 and held it in 12 quarters. The position peaked at $107K in Q2 2017. 285 funds tracked by Wall St. Rank hold MDSO as of Q1 2019.

  • IFP Advisors reported no remaining Medidata Solutions, Inc. position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 140 Medidata Solutions, Inc. shares in Q1 2019, an estimated $9K.
  • IFP Advisors first reported a position in Medidata Solutions, Inc. in Q4 2015 and held it in 12 quarters.
  • IFP Advisors's Medidata Solutions, Inc. position peaked at $107K in Q2 2017.
  • 285 funds tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.