IFAM
MDSO

Institutional & Family Asset Management’s Medidata Solutions, Inc. MDSO Stock Holding History

Institutional & Family Asset Management’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
Q3 		– Sell
-26
Closed -$2K – 907
2019
Q2 		$2K Hold
26
– – ﹤0.01% 768
2019
Q1 		$2K Hold
26
– – ﹤0.01% 757
2018
Q4 		$2K Hold
26
– – ﹤0.01% 733
2018
Q3 		$2K Hold
26
– – ﹤0.01% 776
2018
Q2 		$2K Hold
26
– – ﹤0.01% 760
2018
Q1 		$2K Buy
+26
New +$1.73K ﹤0.01% 748

Other funds holding MDSO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
SCS
Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return

Institutional & Family Asset Management's MDSO Position: Q3 2019 in Review

Institutional & Family Asset Management sold out of Medidata Solutions, Inc. (MDSO) in Q3 2019, closing a stake of 26 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in MDSO in Q1 2018 and held it in 6 quarters. The position peaked at $2K in Q2 2019. 281 funds tracked by Wall St. Rank hold MDSO as of Q3 2019.

  • Institutional & Family Asset Management reported no remaining Medidata Solutions, Inc. position as of Q3 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 26 Medidata Solutions, Inc. shares in Q3 2019, an estimated $2K.
  • Institutional & Family Asset Management first reported a position in Medidata Solutions, Inc. in Q1 2018 and held it in 6 quarters.
  • Institutional & Family Asset Management's Medidata Solutions, Inc. position peaked at $2K in Q2 2019.
  • 281 funds tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q3 2019.

Based on Institutional & Family Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.