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Buckingham Strategic Wealth’s Middleby MIDD Stock Holding History

Buckingham Strategic Wealth’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
Q3 		– Sell
-2,353
Closed -$286K – 304
2017
Q2 		$286K Buy
+2,353
New +$311K 0.07% 224

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
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Buckingham Strategic Wealth's MIDD Position: Q3 2017 in Review

Buckingham Strategic Wealth sold out of Middleby (MIDD) in Q3 2017, closing a stake of 2,353 shares — an estimated $286K sold.

Buckingham Strategic Wealth first reported a position in MIDD in Q2 2017 and held it in 1 quarter. The position peaked at $286K in Q2 2017. 346 funds tracked by Wall St. Rank hold MIDD as of Q3 2017.

  • Buckingham Strategic Wealth reported no remaining Middleby position as of Q3 2017 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 2,353 Middleby shares in Q3 2017, an estimated $286K.
  • Buckingham Strategic Wealth first reported a position in Middleby in Q2 2017 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Middleby position peaked at $286K in Q2 2017.
  • 346 funds tracked by Wall St. Rank held Middleby as of Q3 2017.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2017, filed 8 Nov 2017.