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Bellwether Investment Group’s Middleby MIDD Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-141
Closed -$19K – 391
2017
Q1 		$19K Sell
141
-3
-2% -$408 0.05% 324
2016
Q4 		$19K Buy
+144
New +$18.1K 0.02% 472

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bellwether Investment Group's MIDD Position: Q2 2017 in Review

Bellwether Investment Group sold out of Middleby (MIDD) in Q2 2017, closing a stake of 141 shares — an estimated $19K sold.

Bellwether Investment Group first reported a position in MIDD in Q4 2016 and held it in 2 quarters. The position peaked at $19K in Q1 2017. 392 funds tracked by Wall St. Rank hold MIDD as of Q2 2017.

  • Bellwether Investment Group reported no remaining Middleby position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 141 Middleby shares in Q2 2017, an estimated $19K.
  • Bellwether Investment Group first reported a position in Middleby in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Middleby position peaked at $19K in Q1 2017.
  • 392 funds tracked by Wall St. Rank held Middleby as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.