Endurance Wealth Management’s Middleby MIDD Stock Holding History

Endurance Wealth 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 Q1	–	Sell	-50	Closed	-$5K	–	480
2018 Q4	$5K	Hold	50	–	–	﹤0.01%	417
2018 Q3	$6K	Hold	50	–	–	﹤0.01%	425
2018 Q2	$5K	Hold	50	–	–	﹤0.01%	439
2018 Q1	$6K	Sell	50 -500	-91%	-$65.5K	﹤0.01%	454
2017 Q4	$74K	Sell	550 -251	-31%	-$30.7K	0.01%	241
2017 Q3	$103K	Sell	801 -800	-50%	-$98.6K	0.02%	215
2017 Q2	$195K	Sell	1,601 -20	-1%	-$2.64K	0.03%	170
2017 Q1	$221K	Sell	1,621 -25	-2%	-$3.4K	0.04%	158
2016 Q4	$212K	Sell	1,646 -50	-3%	-$6.29K	0.04%	161
2016 Q3	$200K	Sell	1,696 -295	-15%	-$36.2K	0.04%	166
2016 Q2	$229K	Sell	1,991 -310	-13%	-$35.6K	0.04%	150
2016 Q1	$246K	Hold	2,301	–	–	0.03%	148
2015 Q4	$248K	Buy	2,301 +596	+35%	+$66.4K	0.05%	150
2015 Q3	$198K	Buy	1,705 +1,240	+267%	+$143K	0.03%	164
2015 Q2	$52K	Buy	+465	New	+$49.8K	0.01%	265

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

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Endurance Wealth Management's MIDD Position: Q1 2019 in Review

Endurance Wealth Management sold out of Middleby (MIDD) in Q1 2019, closing a stake of 50 shares — an estimated $5K sold.

Endurance Wealth Management first reported a position in MIDD in Q2 2015 and held it in 15 quarters. The position peaked at $248K in Q4 2015. 373 funds tracked by Wall St. Rank hold MIDD as of Q1 2019.

Endurance Wealth Management reported no remaining Middleby position as of Q1 2019 after selling out during the quarter.
Endurance Wealth Management sold 50 Middleby shares in Q1 2019, an estimated $5K.
Endurance Wealth Management first reported a position in Middleby in Q2 2015 and held it in 15 quarters.
Endurance Wealth Management's Middleby position peaked at $248K in Q4 2015.
373 funds tracked by Wall St. Rank held Middleby as of Q1 2019.

Based on Endurance Wealth Management's 13F filing for Q1 2019, filed 1 May 2019.