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Baldwin Wealth Partners’s Middleby MIDD Stock Holding History

Baldwin Wealth 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
2014
Q1 		– Sell
-11,943
Closed -$954K – 248
2013
Q4 		$954K Sell
11,943
-12,078
-50% -$894K 0.15% 133
2013
Q3 		$1.67M Sell
24,021
-12,984
-35% -$834K 0.31% 84
2013
Q2 		$2.1M Buy
+37,005
New +$1.94M 0.42% 70

Other funds holding MIDD

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Baldwin Wealth Partners's MIDD Position: Q1 2014 in Review

Baldwin Wealth Partners sold out of Middleby (MIDD) in Q1 2014, closing a stake of 11,943 shares — an estimated $954K sold.

Baldwin Wealth Partners first reported a position in MIDD in Q2 2013 and held it in 3 quarters. The position peaked at $2.1M in Q2 2013. 292 funds tracked by Wall St. Rank hold MIDD as of Q1 2014.

  • Baldwin Wealth Partners reported no remaining Middleby position as of Q1 2014 after selling out during the quarter.
  • Baldwin Wealth Partners sold 11,943 Middleby shares in Q1 2014, an estimated $954K.
  • Baldwin Wealth Partners first reported a position in Middleby in Q2 2013 and held it in 3 quarters.
  • Baldwin Wealth Partners's Middleby position peaked at $2.1M in Q2 2013.
  • 292 funds tracked by Wall St. Rank held Middleby as of Q1 2014.

Based on Baldwin Wealth Partners's 13F filing for Q1 2014, filed 9 May 2014.