FNBT
MIDD icon

FineMark National Bank & Trust’s Middleby MIDD Stock Holding History

FineMark National Bank & Trust’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
Q1 		– Sell
-1,154
Closed -$149K – 746
2016
Q4 		$149K Sell
1,154
-45
-4% -$5.66K 0.01% 389
2016
Q3 		$148K Sell
1,199
-3
-0.2% -$368 0.02% 369
2016
Q2 		$139K Sell
1,202
-401
-25% -$46K 0.02% 362
2016
Q1 		$171K Sell
1,603
-101
-6% -$9.49K 0.02% 327
2015
Q4 		$183K Buy
1,704
+20
+1% +$2.23K 0.02% 336
2015
Q3 		$177K Buy
1,684
+61
+4% +$7.03K 0.02% 349
2015
Q2 		$182K Sell
1,623
-266
-14% -$28.5K 0.02% 352
2015
Q1 		$194K Buy
1,889
+171
+10% +$17.4K 0.03% 351
2014
Q4 		$170K Sell
1,718
-57
-3% -$5.21K 0.03% 378
2014
Q3 		$157K Buy
1,775
+230
+15% +$19.1K 0.03% 378
2014
Q2 		$128K Buy
1,545
+69
+5% +$5.68K 0.02% 417
2014
Q1 		$130K Buy
1,476
+918
+165% +$80.1K 0.02% 393
2013
Q4 		$45K Buy
558
+15
+3% +$1.11K 0.01% 604
2013
Q3 		$38K Buy
543
+531
+4,425% +$34.1K 0.01% 627
2013
Q2 		$1K Buy
+12
New +$630 ﹤0.01% 1338

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

FineMark National Bank & Trust's MIDD Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Middleby (MIDD) in Q1 2017, closing a stake of 1,154 shares — an estimated $149K sold.

FineMark National Bank & Trust first reported a position in MIDD in Q2 2013 and held it in 15 quarters. The position peaked at $194K in Q1 2015. 403 funds tracked by Wall St. Rank hold MIDD as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Middleby position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 1,154 Middleby shares in Q1 2017, an estimated $149K.
  • FineMark National Bank & Trust first reported a position in Middleby in Q2 2013 and held it in 15 quarters.
  • FineMark National Bank & Trust's Middleby position peaked at $194K in Q1 2015.
  • 403 funds tracked by Wall St. Rank held Middleby as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.