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Mount Yale Investment Advisors’s Medifast MED Stock Holding History

Mount Yale Investment 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
2018
Q3 		– Sell
-660
Closed -$106K – 979
2018
Q2 		$106K Sell
660
-372
-36% -$47.6K 0.02% 440
2018
Q1 		$96K Buy
+1,032
New +$77.1K 0.02% 468

Other funds holding MED

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mount Yale Investment Advisors's MED Position: Q3 2018 in Review

Mount Yale Investment Advisors sold out of Medifast (MED) in Q3 2018, closing a stake of 660 shares — an estimated $106K sold.

Mount Yale Investment Advisors first reported a position in MED in Q1 2018 and held it in 2 quarters. The position peaked at $106K in Q2 2018. 266 funds tracked by Wall St. Rank hold MED as of Q3 2018.

  • Mount Yale Investment Advisors reported no remaining Medifast position as of Q3 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 660 Medifast shares in Q3 2018, an estimated $106K.
  • Mount Yale Investment Advisors first reported a position in Medifast in Q1 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Medifast position peaked at $106K in Q2 2018.
  • 266 funds tracked by Wall St. Rank held Medifast as of Q3 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.