PTC
MDSO

Private Trust Company’s Medidata Solutions, Inc. MDSO Stock Holding History

Private Trust Company’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
Q4 		– Sell
-145
Closed -$6K – 1405
2014
Q3 		$6K Hold
145
– – ﹤0.01% 1266
2014
Q2 		$6K Sell
145
-27
-16% -$1.12K ﹤0.01% 1241
2014
Q1 		$9K Sell
172
-28
-14% -$1.71K ﹤0.01% 1028
2013
Q4 		$12K Hold
200
– – ﹤0.01% 886
2013
Q3 		$10K Hold
200
– – ﹤0.01% 920
2013
Q2 		$8K Buy
+200
New +$6.51K ﹤0.01% 941

Other funds holding MDSO

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Trust Company's MDSO Position: Q4 2014 in Review

Private Trust Company sold out of Medidata Solutions, Inc. (MDSO) in Q4 2014, closing a stake of 145 shares — an estimated $6K sold.

Private Trust Company first reported a position in MDSO in Q2 2013 and held it in 6 quarters. The position peaked at $12K in Q4 2013. 189 funds tracked by Wall St. Rank hold MDSO as of Q4 2014.

  • Private Trust Company reported no remaining Medidata Solutions, Inc. position as of Q4 2014 after selling out during the quarter.
  • Private Trust Company sold 145 Medidata Solutions, Inc. shares in Q4 2014, an estimated $6K.
  • Private Trust Company first reported a position in Medidata Solutions, Inc. in Q2 2013 and held it in 6 quarters.
  • Private Trust Company's Medidata Solutions, Inc. position peaked at $12K in Q4 2013.
  • 189 funds tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q4 2014.

Based on Private Trust Company's 13F filing for Q4 2014, filed 28 Jan 2015.