IWMPD
MDSO

Integrated Wealth Management (Palm Desert)’s Medidata Solutions, Inc. MDSO Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q2 		– Sell
-21
Closed -$1K – 1516
2015
Q1 		$1K Buy
+21
New +$972 ﹤0.01% 1243

Other funds holding MDSO

Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s MDSO Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Medidata Solutions, Inc. (MDSO) in Q2 2015, closing a stake of 21 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MDSO in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 206 funds tracked by Wall St. Rank hold MDSO as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Medidata Solutions, Inc. position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 21 Medidata Solutions, Inc. shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Medidata Solutions, Inc. in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Medidata Solutions, Inc. position peaked at $1K in Q1 2015.
  • 206 funds tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.