KF
MDSO

Krilogy Financial’s Medidata Solutions, Inc. MDSO Stock Holding History

Krilogy Financial’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
2016
Q4 		– Sell
-25
Closed -$1K – 782
2016
Q3 		$1K Hold
25
– – ﹤0.01% 719
2016
Q2 		$1K Hold
25
– – ﹤0.01% 737
2016
Q1 		$1K Hold
25
– – ﹤0.01% 671
2015
Q4 		$1K Buy
+25
New +$1.1K ﹤0.01% 415

Other funds holding MDSO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Krilogy Financial's MDSO Position: Q4 2016 in Review

Krilogy Financial sold out of Medidata Solutions, Inc. (MDSO) in Q4 2016, closing a stake of 25 shares — an estimated $1K sold.

Krilogy Financial first reported a position in MDSO in Q4 2015 and held it in 4 quarters. The position peaked at $1K in Q3 2016. 225 funds tracked by Wall St. Rank hold MDSO as of Q4 2016.

  • Krilogy Financial reported no remaining Medidata Solutions, Inc. position as of Q4 2016 after selling out during the quarter.
  • Krilogy Financial sold 25 Medidata Solutions, Inc. shares in Q4 2016, an estimated $1K.
  • Krilogy Financial first reported a position in Medidata Solutions, Inc. in Q4 2015 and held it in 4 quarters.
  • Krilogy Financial's Medidata Solutions, Inc. position peaked at $1K in Q3 2016.
  • 225 funds tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q4 2016.

Based on Krilogy Financial's 13F filing for Q4 2016, filed 15 Feb 2017.