PCA
MDSO

Personal Capital Advisors’s Medidata Solutions, Inc. MDSO Stock Holding History

Personal Capital Advisors’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
Q3 		– Sell
-4,619
Closed -$361K – 235
2017
Q2 		$361K Sell
4,619
-7,839
-63% -$546K 0.01% 187
2017
Q1 		$711K Buy
+12,458
New +$673K 0.02% 150

Other funds holding MDSO

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Personal Capital Advisors's MDSO Position: Q3 2017 in Review

Personal Capital Advisors sold out of Medidata Solutions, Inc. (MDSO) in Q3 2017, closing a stake of 4,619 shares — an estimated $361K sold.

Personal Capital Advisors first reported a position in MDSO in Q1 2017 and held it in 2 quarters. The position peaked at $711K in Q1 2017. 249 funds tracked by Wall St. Rank hold MDSO as of Q3 2017.

  • Personal Capital Advisors reported no remaining Medidata Solutions, Inc. position as of Q3 2017 after selling out during the quarter.
  • Personal Capital Advisors sold 4,619 Medidata Solutions, Inc. shares in Q3 2017, an estimated $361K.
  • Personal Capital Advisors first reported a position in Medidata Solutions, Inc. in Q1 2017 and held it in 2 quarters.
  • Personal Capital Advisors's Medidata Solutions, Inc. position peaked at $711K in Q1 2017.
  • 249 funds tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q3 2017.

Based on Personal Capital Advisors's 13F filing for Q3 2017, filed 23 Oct 2017.