Avantax Planning Partners’s Middleby MIDD Stock Holding History

Avantax Planning Partners’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 Q4	–	Sell	-24	Closed	-$3K	–	840
2018 Q3	$3K	Buy	+24	New	+$2.74K	﹤0.01%	1264
2018 Q2	–	Sell	-5,940	Closed	-$735K	–	973
2018 Q1	$735K	Buy	5,940 +8	+0.1%	+$1.05K	0.06%	130
2017 Q4	$801K	Sell	5,932 -29	-0.5%	-$3.55K	0.07%	116
2017 Q3	$764K	Buy	5,961 +565	+10%	+$69.7K	0.06%	147
2017 Q2	$656K	Buy	5,396 +35	+0.7%	+$4.62K	0.06%	157
2017 Q1	$732K	Sell	5,361 -236	-4%	-$32.1K	0.07%	142
2016 Q4	$721K	Buy	+5,597	New	+$704K	0.08%	127

Other funds holding MIDD

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

BCM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Avantax Planning Partners's MIDD Position: Q4 2018 in Review

Avantax Planning Partners sold out of Middleby (MIDD) in Q4 2018, closing a stake of 24 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in MIDD in Q4 2016 and held it in 7 quarters. The position peaked at $801K in Q4 2017. 347 funds tracked by Wall St. Rank hold MIDD as of Q4 2018.

Avantax Planning Partners reported no remaining Middleby position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 24 Middleby shares in Q4 2018, an estimated $3K.
Avantax Planning Partners first reported a position in Middleby in Q4 2016 and held it in 7 quarters.
Avantax Planning Partners's Middleby position peaked at $801K in Q4 2017.
347 funds tracked by Wall St. Rank held Middleby as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.