Rothschild & Co Wealth Management (UK)’s Medidata Solutions, Inc. MDSO Stock Holding History

Rothschild & Co Wealth Management (UK)’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
2015 Q2	–	Sell	-3,000	Closed	-$147K	–	88
2015 Q1	$147K	Hold	3,000	–	–	0.02%	64
2014 Q4	$143K	Hold	3,000	–	–	0.02%	40
2014 Q3	$133K	Hold	3,000	–	–	0.02%	42
2014 Q2	$128K	Hold	3,000	–	–	0.01%	47
2014 Q1	$163K	Buy	+3,000	New	+$183K	0.02%	42

Other funds holding MDSO

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

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

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

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

GTP

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

Rothschild & Co Wealth Management (UK)'s MDSO Position: Q2 2015 in Review

Rothschild & Co Wealth Management (UK) sold out of Medidata Solutions, Inc. (MDSO) in Q2 2015, closing a stake of 3,000 shares — an estimated $147K sold.

Rothschild & Co Wealth Management (UK) first reported a position in MDSO in Q1 2014 and held it in 5 quarters. The position peaked at $163K in Q1 2014. 206 funds tracked by Wall St. Rank hold MDSO as of Q2 2015.

Rothschild & Co Wealth Management (UK) reported no remaining Medidata Solutions, Inc. position as of Q2 2015 after selling out during the quarter.
Rothschild & Co Wealth Management (UK) sold 3,000 Medidata Solutions, Inc. shares in Q2 2015, an estimated $147K.
Rothschild & Co Wealth Management (UK) first reported a position in Medidata Solutions, Inc. in Q1 2014 and held it in 5 quarters.
Rothschild & Co Wealth Management (UK)'s Medidata Solutions, Inc. position peaked at $163K in Q1 2014.
206 funds tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q2 2015.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q2 2015, filed 19 Dec 2019.