Clarfeld Financial Advisors’s Middleby MIDD Stock Holding History

Clarfeld Financial Advisors’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	$1K	Buy	+7	New	+$797	﹤0.01%	495

Other funds holding MIDD

EIG

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

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 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

Clarfeld Financial Advisors's MIDD Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Middleby (MIDD) in Q4 2018: 7 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #495 among its holdings.

347 funds tracked by Wall St. Rank hold MIDD as of Q4 2018.

Clarfeld Financial Advisors held 7 shares of Middleby worth $1K as of Q4 2018.
Middleby was a new Clarfeld Financial Advisors position in Q4 2018.
Middleby made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #495 holding.
347 funds tracked by Wall St. Rank held Middleby as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.