LA
MED icon

Lucus Advisors’s Medifast MED Stock Holding History

Lucus 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
2016
Q4 		– Sell
-7,362
Closed -$278K – 117
2016
Q3 		$278K Sell
7,362
-3,285
-31% -$118K 0.24% 205
2016
Q2 		$354K Sell
10,647
-6,839
-39% -$221K 0.29% 43
2016
Q1 		$528K Buy
+17,486
New +$511K 0.31% 52
2015
Q3 		– Sell
-15,772
Closed -$510K – 357
2015
Q2 		$510K Sell
15,772
-1,143
-7% -$36.3K 0.25% 85
2015
Q1 		$507K Buy
16,915
+1,394
+9% +$44.2K 0.26% 145
2014
Q4 		$521K Buy
+15,521
New +$483K 0.24% 26

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EC
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NI
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Acadian Asset Management
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KCM
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BIT
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return