STA
MDSO

Summit Trail Advisors’s Medidata Solutions, Inc. MDSO Stock Holding History

Summit Trail 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
2018
Q4 		– Sell
-3,730
Closed -$273K – 267
2018
Q3 		$273K Buy
3,730
+2,393
+179% +$191K 0.06% 161
2018
Q2 		$108K Buy
+1,337
New +$100K 0.04% 203
2018
Q1 		– Sell
-30
Closed -$2K – 1994
2017
Q4 		$2K Buy
+30
New +$2.14K ﹤0.01% 1717

Other funds holding MDSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Summit Trail Advisors's MDSO Position: Q4 2018 in Review

Summit Trail Advisors sold out of Medidata Solutions, Inc. (MDSO) in Q4 2018, closing a stake of 3,730 shares — an estimated $273K sold.

Summit Trail Advisors first reported a position in MDSO in Q4 2017 and held it in 3 quarters. The position peaked at $273K in Q3 2018. 283 funds tracked by Wall St. Rank hold MDSO as of Q4 2018.

  • Summit Trail Advisors reported no remaining Medidata Solutions, Inc. position as of Q4 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 3,730 Medidata Solutions, Inc. shares in Q4 2018, an estimated $273K.
  • Summit Trail Advisors first reported a position in Medidata Solutions, Inc. in Q4 2017 and held it in 3 quarters.
  • Summit Trail Advisors's Medidata Solutions, Inc. position peaked at $273K in Q3 2018.
  • 283 funds tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q4 2018.

Based on Summit Trail Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.