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

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

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

Fiera Capital (Canada)

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

Wellington Management Group

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

Janus Henderson Group

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

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return