Berman Capital Advisors’s Medifast MED Stock Holding History

Berman Capital Advisors’s Portfolio MED Stock Details MED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-29	Closed	-$3K	–	1589
2019 Q4	$3K	Buy	+29	New	+$2.81K	﹤0.01%	1113

Other funds holding MED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Berman Capital Advisors's MED Position: Q1 2020 in Review

Berman Capital Advisors sold out of Medifast (MED) in Q1 2020, closing a stake of 29 shares — an estimated $3K sold.

Berman Capital Advisors first reported a position in MED in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 201 funds tracked by Wall St. Rank hold MED as of Q1 2020.

Berman Capital Advisors reported no remaining Medifast position as of Q1 2020 after selling out during the quarter.
Berman Capital Advisors sold 29 Medifast shares in Q1 2020, an estimated $3K.
Berman Capital Advisors first reported a position in Medifast in Q4 2019 and held it in 1 quarter.
Berman Capital Advisors's Medifast position peaked at $3K in Q4 2019.
201 funds tracked by Wall St. Rank held Medifast as of Q1 2020.

Based on Berman Capital Advisors's 13F filing for Q1 2020, filed 14 May 2020.