IPC
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Independent Portfolio Consultants’s Medifast MED Stock Holding History

Independent Portfolio Consultants’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
2014
Q4 		– Sell
-760
Closed -$25K – 847
2014
Q3 		$25K Sell
760
-960
-56% -$29.5K 0.01% 691
2014
Q2 		$52K Buy
+1,720
New +$53.6K 0.01% 636

Other funds holding MED

VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
GGPE
Golden Gate Private Equity San Francisco, California $241M AUM 13.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Independent Portfolio Consultants's MED Position: Q4 2014 in Review

Independent Portfolio Consultants sold out of Medifast (MED) in Q4 2014, closing a stake of 760 shares — an estimated $25K sold.

Independent Portfolio Consultants first reported a position in MED in Q2 2014 and held it in 2 quarters. The position peaked at $52K in Q2 2014. 124 funds tracked by Wall St. Rank hold MED as of Q4 2014.

  • Independent Portfolio Consultants reported no remaining Medifast position as of Q4 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 760 Medifast shares in Q4 2014, an estimated $25K.
  • Independent Portfolio Consultants first reported a position in Medifast in Q2 2014 and held it in 2 quarters.
  • Independent Portfolio Consultants's Medifast position peaked at $52K in Q2 2014.
  • 124 funds tracked by Wall St. Rank held Medifast as of Q4 2014.

Based on Independent Portfolio Consultants's 13F filing for Q4 2014, filed 17 Feb 2015.