VFA
MDSO

Valeo Financial Advisors’s Medidata Solutions, Inc. MDSO Stock Holding History

Valeo Financial 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
2019
Q3 		– Sell
-20
Closed -$2K – 1731
2019
Q2 		$2K Sell
20
-13
-39% -$1.14K ﹤0.01% 1453
2019
Q1 		$2K Hold
33
– – ﹤0.01% 1417
2018
Q4 		$2K Hold
33
– – ﹤0.01% 1347
2018
Q3 		$2K Hold
33
– – ﹤0.01% 1556
2018
Q2 		$3K Hold
33
– – ﹤0.01% 1307
2018
Q1 		$2K Hold
33
– – ﹤0.01% 1383
2017
Q4 		$2K Hold
33
– – ﹤0.01% 1234
2017
Q3 		$3K Buy
+33
New +$2.51K ﹤0.01% 987

Other funds holding MDSO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
SCS
Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return

Valeo Financial Advisors's MDSO Position: Q3 2019 in Review

Valeo Financial Advisors sold out of Medidata Solutions, Inc. (MDSO) in Q3 2019, closing a stake of 20 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in MDSO in Q3 2017 and held it in 8 quarters. The position peaked at $3K in Q2 2018. 281 funds tracked by Wall St. Rank hold MDSO as of Q3 2019.

  • Valeo Financial Advisors reported no remaining Medidata Solutions, Inc. position as of Q3 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 20 Medidata Solutions, Inc. shares in Q3 2019, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Medidata Solutions, Inc. in Q3 2017 and held it in 8 quarters.
  • Valeo Financial Advisors's Medidata Solutions, Inc. position peaked at $3K in Q2 2018.
  • 281 funds tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q3 2019.

Based on Valeo Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.