Pathstone Family Office’s Medidata Solutions, Inc. MDSO Stock Holding History

Pathstone Family Office’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
2019 Q2	–	Sell	-27	Closed	-$2K	–	983
2019 Q1	$2K	Buy	+27	New	+$1.95K	﹤0.01%	828
2014 Q2	–	Sell	-42	Closed	-$2K	–	194
2014 Q1	$2K	Buy	+42	New	+$2.56K	0.01%	161
2013 Q4	–	Sell	-584	Closed	-$28K	–	352
2013 Q3	$28K	Buy	+584	New	+$25.7K	0.12%	113

Other funds holding MDSO

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

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

BCM

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Pathstone Family Office's MDSO Position: Q2 2019 in Review

Pathstone Family Office sold out of Medidata Solutions, Inc. (MDSO) in Q2 2019, closing a stake of 27 shares — an estimated $2K sold.

Pathstone Family Office first reported a position in MDSO in Q3 2013 and held it in 3 quarters. The position peaked at $28K in Q3 2013. 302 funds tracked by Wall St. Rank hold MDSO as of Q2 2019.

Pathstone Family Office reported no remaining Medidata Solutions, Inc. position as of Q2 2019 after selling out during the quarter.
Pathstone Family Office sold 27 Medidata Solutions, Inc. shares in Q2 2019, an estimated $2K.
Pathstone Family Office first reported a position in Medidata Solutions, Inc. in Q3 2013 and held it in 3 quarters.
Pathstone Family Office's Medidata Solutions, Inc. position peaked at $28K in Q3 2013.
302 funds tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q2 2019.

Based on Pathstone Family Office's 13F filing for Q2 2019, filed 14 Aug 2019.