SHWM
MDRX

Smith & Howard Wealth Management’s Veradigm Inc. Common Stock MDRX Stock Holding History

Smith & Howard Wealth Management’s Portfolio MDRX Stock Details MDRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-504
Closed -$8K – 222
2013
Q4 		$8K Hold
504
– – ﹤0.01% 211
2013
Q3 		$7K Hold
504
– – ﹤0.01% 214
2013
Q2 		$7K Buy
+504
New +$6.75K ﹤0.01% 192

Other funds holding MDRX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Columbia Wanger Asset Management
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
HM
HealthCor Management New York $109M AUM 10.64% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Maverick Capital
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
RS Investment Management
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return

Smith & Howard Wealth Management's MDRX Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Veradigm Inc. Common Stock (MDRX) in Q1 2014, closing a stake of 504 shares — an estimated $8K sold.

Smith & Howard Wealth Management first reported a position in MDRX in Q2 2013 and held it in 3 quarters. The position peaked at $8K in Q4 2013. 211 funds tracked by Wall St. Rank hold MDRX as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Veradigm Inc. Common Stock position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 504 Veradigm Inc. Common Stock shares in Q1 2014, an estimated $8K.
  • Smith & Howard Wealth Management first reported a position in Veradigm Inc. Common Stock in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Veradigm Inc. Common Stock position peaked at $8K in Q4 2013.
  • 211 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.