MSFP
MED icon

Mark Sheptoff Financial Planning’s Medifast MED Stock Holding History

Mark Sheptoff Financial Planning’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
2019
Q1 		– Sell
-100
Closed -$13K – 364
2018
Q4 		$13K Hold
100
– – 0.01% 221
2018
Q3 		$22K Buy
+100
New +$20.3K 0.02% 230

Other funds holding MED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
HCM
Hoplite Capital Management New York $15.1M AUM 27.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Mark Sheptoff Financial Planning's MED Position: Q1 2019 in Review

Mark Sheptoff Financial Planning sold out of Medifast (MED) in Q1 2019, closing a stake of 100 shares — an estimated $13K sold.

Mark Sheptoff Financial Planning first reported a position in MED in Q3 2018 and held it in 2 quarters. The position peaked at $22K in Q3 2018. 246 funds tracked by Wall St. Rank hold MED as of Q1 2019.

  • Mark Sheptoff Financial Planning reported no remaining Medifast position as of Q1 2019 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 Medifast shares in Q1 2019, an estimated $13K.
  • Mark Sheptoff Financial Planning first reported a position in Medifast in Q3 2018 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Medifast position peaked at $22K in Q3 2018.
  • 246 funds tracked by Wall St. Rank held Medifast as of Q1 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2019, filed 10 May 2019.