SWP
MDSO

Stratos Wealth Partners’s Medidata Solutions, Inc. MDSO Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-62
Closed -$5K – 2897
2018
Q3 		$5K Buy
+62
New +$4.96K ﹤0.01% 2490
2018
Q2 		– Sell
-80
Closed -$5K – 2979
2018
Q1 		$5K Hold
80
– – ﹤0.01% 2640
2017
Q4 		$5K Buy
+80
New +$5.7K ﹤0.01% 2415

Other funds holding MDSO

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BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
ClearBridge Investments
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stratos Wealth Partners's MDSO Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Medidata Solutions, Inc. (MDSO) in Q4 2018, closing a stake of 62 shares — an estimated $5K sold.

Stratos Wealth Partners first reported a position in MDSO in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 283 funds tracked by Wall St. Rank hold MDSO as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Medidata Solutions, Inc. position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 62 Medidata Solutions, Inc. shares in Q4 2018, an estimated $5K.
  • Stratos Wealth Partners first reported a position in Medidata Solutions, Inc. in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Medidata Solutions, Inc. position peaked at $5K in Q3 2018.
  • 283 funds tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.