Archford Capital Strategies’s Middleby MIDD Stock Holding History

Archford Capital Strategies’s Portfolio MIDD Stock Details MIDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-19	Closed	-$2K	–	621
2018 Q2	$2K	Hold	19	–	–	﹤0.01%	589
2018 Q1	$3K	Buy	+19	New	+$2.49K	﹤0.01%	470
2017 Q2	–	Sell	-36	Closed	-$5K	–	455
2017 Q1	$5K	Hold	36	–	–	﹤0.01%	469
2016 Q4	$4K	Hold	36	–	–	﹤0.01%	430
2016 Q3	$4K	Sell	36 -36	-50%	-$4.42K	﹤0.01%	437
2016 Q2	$8K	Buy	+72	New	+$8.26K	﹤0.01%	415
2016 Q1	–	Sell	-72	Closed	-$8K	–	432
2015 Q4	$8K	Hold	72	–	–	﹤0.01%	487
2015 Q3	$8K	Buy	72 +36	+100%	+$4.15K	0.01%	363
2015 Q2	$4K	Hold	36	–	–	﹤0.01%	394
2015 Q1	$3.69K	Sell	36 -6	-14%	-$609	﹤0.01%	411
2014 Q4	$4K	Hold	42	–	–	﹤0.01%	412
2014 Q3	$4K	Buy	42 +28	+200%	+$2.32K	﹤0.01%	415
2014 Q2	$3.47K	Buy	+14	New	+$1.15K	﹤0.01%	558

Other funds holding MIDD

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

CGI

CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Archford Capital Strategies's MIDD Position: Q3 2018 in Review

Archford Capital Strategies sold out of Middleby (MIDD) in Q3 2018, closing a stake of 19 shares — an estimated $2K sold.

Archford Capital Strategies first reported a position in MIDD in Q2 2014 and held it in 13 quarters. The position peaked at $8K in Q2 2016. 361 funds tracked by Wall St. Rank hold MIDD as of Q3 2018.

Archford Capital Strategies reported no remaining Middleby position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 19 Middleby shares in Q3 2018, an estimated $2K.
Archford Capital Strategies first reported a position in Middleby in Q2 2014 and held it in 13 quarters.
Archford Capital Strategies's Middleby position peaked at $8K in Q2 2016.
361 funds tracked by Wall St. Rank held Middleby as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.