One Wealth Advisors’s Medifast MED Stock Holding History

One Wealth 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 Q4	–	Sell	-3,369	Closed	-$748K	–	324
2018 Q3	$748K	Sell	3,369 -1,518	-31%	-$308K	0.57%	18
2018 Q2	$783K	Sell	4,887 -71	-1%	-$9.08K	0.63%	16
2018 Q1	$466K	Sell	4,958 -170	-3%	-$12.7K	0.41%	28
2017 Q4	$358K	Buy	+5,128	New	+$340K	0.29%	52

Other funds holding MED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

One Wealth Advisors's MED Position: Q4 2018 in Review

One Wealth Advisors sold out of Medifast (MED) in Q4 2018, closing a stake of 3,369 shares — an estimated $748K sold.

One Wealth Advisors first reported a position in MED in Q4 2017 and held it in 4 quarters. The position peaked at $783K in Q2 2018. 247 funds tracked by Wall St. Rank hold MED as of Q4 2018.

One Wealth Advisors reported no remaining Medifast position as of Q4 2018 after selling out during the quarter.
One Wealth Advisors sold 3,369 Medifast shares in Q4 2018, an estimated $748K.
One Wealth Advisors first reported a position in Medifast in Q4 2017 and held it in 4 quarters.
One Wealth Advisors's Medifast position peaked at $783K in Q2 2018.
247 funds tracked by Wall St. Rank held Medifast as of Q4 2018.

Based on One Wealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.