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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 – 356
2015
Q2 		$510K Sell
15,772
-1,143
-7% -$36.3K 0.24% 85
2015
Q1 		$507K Buy
16,915
+1,394
+9% +$44.2K 0.26% 145
2014
Q4 		$521K Buy
+15,521
New +$483K 0.23% 26

Other funds holding MED

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lucus Advisors's MED Position: Q4 2016 in Review

Lucus Advisors sold out of Medifast (MED) in Q4 2016, closing a stake of 7,362 shares — an estimated $278K sold.

Lucus Advisors first reported a position in MED in Q4 2014 and held it in 6 quarters. The position peaked at $528K in Q1 2016. 162 funds tracked by Wall St. Rank hold MED as of Q4 2016.

  • Lucus Advisors reported no remaining Medifast position as of Q4 2016 after selling out during the quarter.
  • Lucus Advisors sold 7,362 Medifast shares in Q4 2016, an estimated $278K.
  • Lucus Advisors first reported a position in Medifast in Q4 2014 and held it in 6 quarters.
  • Lucus Advisors's Medifast position peaked at $528K in Q1 2016.
  • 162 funds tracked by Wall St. Rank held Medifast as of Q4 2016.

Based on Lucus Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.