WA
MDRX

WFG Advisors’s Veradigm Inc. Common Stock MDRX Stock Holding History

WFG Advisors’s Portfolio MDRX Stock Details MDRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-510
Closed -$7K – 2117
2014
Q4 		$7K Hold
510
– – ﹤0.01% 1582
2014
Q3 		$7K Hold
510
– – ﹤0.01% 1594
2014
Q2 		$8K Hold
510
– – ﹤0.01% 1559
2014
Q1 		$9K Sell
510
-700
-58% -$12.1K ﹤0.01% 1493
2013
Q4 		$19K Sell
1,210
-270
-18% -$3.98K ﹤0.01% 1368
2013
Q3 		$22K Sell
1,480
-390
-21% -$5.88K ﹤0.01% 1248
2013
Q2 		$24K Buy
+1,870
New +$25.1K ﹤0.01% 1148

Other funds holding MDRX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WFG Advisors's MDRX Position: Q1 2015 in Review

WFG Advisors sold out of Veradigm Inc. Common Stock (MDRX) in Q1 2015, closing a stake of 510 shares — an estimated $7K sold.

WFG Advisors first reported a position in MDRX in Q2 2013 and held it in 7 quarters. The position peaked at $24K in Q2 2013. 229 funds tracked by Wall St. Rank hold MDRX as of Q1 2015.

  • WFG Advisors reported no remaining Veradigm Inc. Common Stock position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 510 Veradigm Inc. Common Stock shares in Q1 2015, an estimated $7K.
  • WFG Advisors first reported a position in Veradigm Inc. Common Stock in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Veradigm Inc. Common Stock position peaked at $24K in Q2 2013.
  • 229 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.