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MDSO

Wealthfront’s Medidata Solutions, Inc. MDSO Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-231
Closed -$10K – 1218
2015
Q3 		$10K Buy
231
+123
+114% +$6.25K ﹤0.01% 969
2015
Q2 		$6K Buy
108
+66
+157% +$3.54K ﹤0.01% 1013
2015
Q1 		$2K Buy
42
+41
+4,100% +$1.9K ﹤0.01% 1053
2014
Q4 		$0 Buy
+1
New +$43 ﹤0.01% 1088

Other funds holding MDSO

Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wealthfront's MDSO Position: Q4 2015 in Review

Wealthfront sold out of Medidata Solutions, Inc. (MDSO) in Q4 2015, closing a stake of 231 shares — an estimated $10K sold.

Wealthfront first reported a position in MDSO in Q4 2014 and held it in 4 quarters. The position peaked at $10K in Q3 2015. 194 funds tracked by Wall St. Rank hold MDSO as of Q4 2015.

  • Wealthfront reported no remaining Medidata Solutions, Inc. position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 231 Medidata Solutions, Inc. shares in Q4 2015, an estimated $10K.
  • Wealthfront first reported a position in Medidata Solutions, Inc. in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Medidata Solutions, Inc. position peaked at $10K in Q3 2015.
  • 194 funds tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.