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

Next Financial Group’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
2017 Q4	–	Sell	-200	Closed	-$16K	–	1634
2017 Q3	$16K	Hold	200	–	–	﹤0.01%	1057
2017 Q2	$16K	Hold	200	–	–	﹤0.01%	1170
2017 Q1	$13K	Hold	200	–	–	﹤0.01%	1194
2016 Q4	$10K	Hold	200	–	–	﹤0.01%	1670
2016 Q3	$11K	Hold	200	–	–	﹤0.01%	1629
2016 Q2	$9K	Hold	200	–	–	﹤0.01%	1248
2016 Q1	$7K	Buy	+200	New	+$7.77K	﹤0.01%	1305

Other funds holding MDSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GTP

Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return

Next Financial Group's MDSO Position: Q4 2017 in Review

Next Financial Group sold out of Medidata Solutions, Inc. (MDSO) in Q4 2017, closing a stake of 200 shares — an estimated $16K sold.

Next Financial Group first reported a position in MDSO in Q1 2016 and held it in 7 quarters. The position peaked at $16K in Q3 2017. 285 funds tracked by Wall St. Rank hold MDSO as of Q4 2017.

Next Financial Group reported no remaining Medidata Solutions, Inc. position as of Q4 2017 after selling out during the quarter.
Next Financial Group sold 200 Medidata Solutions, Inc. shares in Q4 2017, an estimated $16K.
Next Financial Group first reported a position in Medidata Solutions, Inc. in Q1 2016 and held it in 7 quarters.
Next Financial Group's Medidata Solutions, Inc. position peaked at $16K in Q3 2017.
285 funds tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.