Bruderman Asset Management’s Middleby MIDD Stock Holding History

Bruderman Asset Management’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
2019 Q2	–	Sell	-80	Closed	-$10K	–	385
2019 Q1	$10K	Hold	80	–	–	﹤0.01%	446
2018 Q4	$8K	Hold	80	–	–	﹤0.01%	453
2018 Q3	$10K	Hold	80	–	–	﹤0.01%	283
2018 Q2	$8K	Hold	80	–	–	﹤0.01%	310
2018 Q1	$10K	Buy	+80	New	+$10.5K	﹤0.01%	295
2017 Q3	–	Sell	-80	Closed	-$10K	–	242
2017 Q2	$10K	Buy	+80	New	+$10.6K	﹤0.01%	311
2017 Q1	–	Sell	-80	Closed	-$10K	–	242
2016 Q4	$10K	Hold	80	–	–	﹤0.01%	312
2016 Q3	$10K	Hold	80	–	–	﹤0.01%	328
2016 Q2	$9K	Hold	80	–	–	﹤0.01%	317
2016 Q1	$9K	Hold	80	–	–	﹤0.01%	332
2015 Q4	$9K	Hold	80	–	–	﹤0.01%	346
2015 Q3	$8K	Hold	80	–	–	﹤0.01%	357
2015 Q2	$9K	Hold	80	–	–	﹤0.01%	358
2015 Q1	$8K	Buy	+80	New	+$8.13K	﹤0.01%	356

Other funds holding MIDD

EIG

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

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 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

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Bruderman Asset Management's MIDD Position: Q2 2019 in Review

Bruderman Asset Management sold out of Middleby (MIDD) in Q2 2019, closing a stake of 80 shares — an estimated $10K sold.

Bruderman Asset Management first reported a position in MIDD in Q1 2015 and held it in 14 quarters. The position peaked at $10K in Q1 2019. 383 funds tracked by Wall St. Rank hold MIDD as of Q2 2019.

Bruderman Asset Management reported no remaining Middleby position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 80 Middleby shares in Q2 2019, an estimated $10K.
Bruderman Asset Management first reported a position in Middleby in Q1 2015 and held it in 14 quarters.
Bruderman Asset Management's Middleby position peaked at $10K in Q1 2019.
383 funds tracked by Wall St. Rank held Middleby as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.