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MWM
MDVN
Modera Wealth Management’s
MEDIVATION, INC.
MDVN
Stock Holding History
Modera Wealth Management’s Portfolio
MDVN Stock Details
MDVN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q3
–
Sell
-4,204
Closed
-$254K
–
115
2016
Q2
$254K
Buy
+4,204
New
+$238K
0.09%
83
2016
Q1
–
Sell
-4,204
Closed
-$203K
–
117
2015
Q4
$203K
Buy
+4,204
New
+$181K
0.08%
76
2015
Q3
–
Sell
-4,204
Closed
-$240K
–
87
2015
Q2
$240K
Hold
4,204
–
–
0.09%
70
2015
Q1
$271K
Hold
4,204
–
–
0.11%
68
2014
Q4
$209K
Hold
4,204
–
–
0.08%
84
2014
Q3
$208K
Sell
4,204
-1,020
-20%
-$43.3K
0.09%
77
2014
Q2
$201K
Buy
+5,224
New
+$176K
0.09%
60
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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