United Capital Financial Advisors’s Medidata Solutions, Inc. MDSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-40,356
| Closed | -$3.69M | – | 1458 |
|
|
2019
Q3 | $3.69M | Sell |
40,356
-751
| -2% | -$68.6K | 0.03% | 481 |
|
|
2019
Q2 | $3.72M | Buy |
41,107
+171
| +0.4% | +$15K | 0.02% | 475 |
|
|
2019
Q1 | $3M | Sell |
40,936
-3,260
| -7% | -$235K | 0.02% | 510 |
|
|
2018
Q4 | $2.98M | Sell |
44,196
-139
| -0.3% | -$9.81K | 0.02% | 470 |
|
|
2018
Q3 | $3.25M | Buy |
44,335
+255
| +0.6% | +$20.4K | 0.02% | 512 |
|
|
2018
Q2 | $3.55M | Buy |
44,080
+207
| +0.5% | +$15.5K | 0.03% | 477 |
|
|
2018
Q1 | $2.76M | Buy |
43,873
+2,154
| +5% | +$143K | 0.02% | 510 |
|
|
2017
Q4 | $2.71M | Sell |
41,719
-189
| -0.5% | -$13.5K | 0.02% | 520 |
|
|
2017
Q3 | $3.27M | Buy |
41,908
+25
| +0.1% | +$1.9K | 0.03% | 461 |
|
|
2017
Q2 | $3.27M | Sell |
41,883
-1,528
| -4% | -$107K | 0.03% | 460 |
|
|
2017
Q1 | $2.5M | Buy |
43,411
+75
| +0.2% | +$4.05K | 0.02% | 507 |
|
|
2016
Q4 | $2.15M | Sell |
43,336
-95
| -0.2% | -$4.93K | 0.02% | 548 |
|
|
2016
Q3 | $2.42M | Buy |
43,431
+666
| +2% | +$35.3K | 0.02% | 541 |
|
|
2016
Q2 | $2.01M | Buy |
42,765
+3,505
| +9% | +$153K | 0.02% | 546 |
|
|
2016
Q1 | $1.52M | Buy |
39,260
+18,801
| +92% | +$731K | 0.02% | 595 |
|
|
2015
Q4 | $1.01M | Buy |
20,459
+544
| +3% | +$23.9K | 0.01% | 696 |
|
|
2015
Q3 | $839K | Buy |
19,915
+13,540
| +212% | +$688K | 0.01% | 740 |
|
|
2015
Q2 | $346K | Buy |
+6,375
| New | +$342K | ﹤0.01% | 1036 |
|
Other funds holding MDSO
United Capital Financial Advisors's MDSO Position: Q4 2019 in Review
United Capital Financial Advisors sold out of Medidata Solutions, Inc. (MDSO) in Q4 2019, closing a stake of 40,356 shares — an estimated $3.69M sold.
United Capital Financial Advisors first reported a position in MDSO in Q2 2015 and held it in 18 quarters. The position peaked at $3.72M in Q2 2019. 1 fund tracked by Wall St. Rank holds MDSO as of Q4 2019.
- United Capital Financial Advisors reported no remaining Medidata Solutions, Inc. position as of Q4 2019 after selling out during the quarter.
- United Capital Financial Advisors sold 40,356 Medidata Solutions, Inc. shares in Q4 2019, an estimated $3.69M.
- United Capital Financial Advisors first reported a position in Medidata Solutions, Inc. in Q2 2015 and held it in 18 quarters.
- United Capital Financial Advisors's Medidata Solutions, Inc. position peaked at $3.72M in Q2 2019.
- 1 fund tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q4 2019.
Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.