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MSI Financial Services’s Medifast MED Stock Holding History

MSI Financial Services’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
-30
Closed -$1K – 3930
2016
Q3 		$1K Buy
+30
New +$1.07K ﹤0.01% 3705
2013
Q3 		– Sell
-70
Closed -$2K – 2365
2013
Q2 		$2K Buy
+70
New +$1.84K ﹤0.01% 2114

Other funds holding MED

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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 $303M AUM 2.09% 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 $481B AUM 30.42% 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 $70.5B AUM 36% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 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 $2.9T AUM 29.55% 1-Year Est. Return

MSI Financial Services's MED Position: Q4 2016 in Review

MSI Financial Services sold out of Medifast (MED) in Q4 2016, closing a stake of 30 shares — an estimated $1K sold.

MSI Financial Services first reported a position in MED in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q2 2013. 162 funds tracked by Wall St. Rank hold MED as of Q4 2016.

  • MSI Financial Services reported no remaining Medifast position as of Q4 2016 after selling out during the quarter.
  • MSI Financial Services sold 30 Medifast shares in Q4 2016, an estimated $1K.
  • MSI Financial Services first reported a position in Medifast in Q2 2013 and held it in 2 quarters.
  • MSI Financial Services's Medifast position peaked at $2K in Q2 2013.
  • 162 funds tracked by Wall St. Rank held Medifast as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.