RIA
MED icon

Regal Investment Advisors’s Medifast MED Stock Holding History

Regal 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
2015
Q4 		– Sell
-500
Closed -$13K – 632
2015
Q3 		$13K Hold
500
– – ﹤0.01% 638
2015
Q2 		$16K Hold
500
– – ﹤0.01% 588
2015
Q1 		$15K Hold
500
– – ﹤0.01% 609
2014
Q4 		$17K Hold
500
– – ﹤0.01% 563
2014
Q3 		$16K Hold
500
– – ﹤0.01% 600
2014
Q2 		$15K Hold
500
– – 0.01% 596
2014
Q1 		$15K Hold
500
– – 0.01% 573
2013
Q4 		$13K Hold
500
– – 0.01% 542
2013
Q3 		$13K Hold
500
– – 0.01% 554
2013
Q2 		$13K Buy
+500
New +$13.1K 0.01% 539

Other funds holding MED

VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Regal Investment Advisors's MED Position: Q4 2015 in Review

Regal Investment Advisors sold out of Medifast (MED) in Q4 2015, closing a stake of 500 shares — an estimated $13K sold.

Regal Investment Advisors first reported a position in MED in Q2 2013 and held it in 10 quarters. The position peaked at $17K in Q4 2014. 131 funds tracked by Wall St. Rank hold MED as of Q4 2015.

  • Regal Investment Advisors reported no remaining Medifast position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 500 Medifast shares in Q4 2015, an estimated $13K.
  • Regal Investment Advisors first reported a position in Medifast in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Medifast position peaked at $17K in Q4 2014.
  • 131 funds tracked by Wall St. Rank held Medifast as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.