Ropes Wealth Advisors’s Medifast MED Stock Holding History

Ropes 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 Q1	–	Sell	-173	Closed	-$12K	–	687
2017 Q4	$12K	Hold	173	–	–	﹤0.01%	512
2017 Q3	$10K	Buy	+173	New	+$8.61K	﹤0.01%	514

Other funds holding MED

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Ropes Wealth Advisors's MED Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Medifast (MED) in Q1 2018, closing a stake of 173 shares — an estimated $12K sold.

Ropes Wealth Advisors first reported a position in MED in Q3 2017 and held it in 2 quarters. The position peaked at $12K in Q4 2017. 225 funds tracked by Wall St. Rank hold MED as of Q1 2018.

Ropes Wealth Advisors reported no remaining Medifast position as of Q1 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 173 Medifast shares in Q1 2018, an estimated $12K.
Ropes Wealth Advisors first reported a position in Medifast in Q3 2017 and held it in 2 quarters.
Ropes Wealth Advisors's Medifast position peaked at $12K in Q4 2017.
225 funds tracked by Wall St. Rank held Medifast as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.