NPIT
MDSO

National Penn Investors Trust’s Medidata Solutions, Inc. MDSO Stock Holding History

National Penn Investors Trust’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
2014
Q1 		– Sell
-4,900
Closed -$296K – 221
2013
Q4 		$296K Sell
4,900
-50
-1% -$2.77K 0.03% 187
2013
Q3 		$245K Sell
4,950
-1,280
-21% -$56.4K 0.03% 196
2013
Q2 		$241K Buy
+6,230
New +$203K 0.03% 186

Other funds holding MDSO

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

National Penn Investors Trust's MDSO Position: Q1 2014 in Review

National Penn Investors Trust sold out of Medidata Solutions, Inc. (MDSO) in Q1 2014, closing a stake of 4,900 shares — an estimated $296K sold.

National Penn Investors Trust first reported a position in MDSO in Q2 2013 and held it in 3 quarters. The position peaked at $296K in Q4 2013. 203 funds tracked by Wall St. Rank hold MDSO as of Q1 2014.

  • National Penn Investors Trust reported no remaining Medidata Solutions, Inc. position as of Q1 2014 after selling out during the quarter.
  • National Penn Investors Trust sold 4,900 Medidata Solutions, Inc. shares in Q1 2014, an estimated $296K.
  • National Penn Investors Trust first reported a position in Medidata Solutions, Inc. in Q2 2013 and held it in 3 quarters.
  • National Penn Investors Trust's Medidata Solutions, Inc. position peaked at $296K in Q4 2013.
  • 203 funds tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q1 2014.

Based on National Penn Investors Trust's 13F filing for Q1 2014, filed 29 Apr 2014.