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Coe Capital Management’s Middleby MIDD Stock Holding History

Coe Capital 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
2016
Q3 		– Sell
-5,000
Closed -$576K – 241
2016
Q2 		$576K Buy
+5,000
New +$574K 0.2% 142

Other funds holding MIDD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Coe Capital Management's MIDD Position: Q3 2016 in Review

Coe Capital Management sold out of Middleby (MIDD) in Q3 2016, closing a stake of 5,000 shares — an estimated $576K sold.

Coe Capital Management first reported a position in MIDD in Q2 2016 and held it in 1 quarter. The position peaked at $576K in Q2 2016. 362 funds tracked by Wall St. Rank hold MIDD as of Q3 2016.

  • Coe Capital Management reported no remaining Middleby position as of Q3 2016 after selling out during the quarter.
  • Coe Capital Management sold 5,000 Middleby shares in Q3 2016, an estimated $576K.
  • Coe Capital Management first reported a position in Middleby in Q2 2016 and held it in 1 quarter.
  • Coe Capital Management's Middleby position peaked at $576K in Q2 2016.
  • 362 funds tracked by Wall St. Rank held Middleby as of Q3 2016.

Based on Coe Capital Management's 13F filing for Q3 2016, filed 14 Nov 2016.