GGPS
MIDD icon

Gary Goldberg Planning Services’s Middleby MIDD Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$6K Hold
60
– – ﹤0.01% 386
2014
Q3 		$5K Hold
60
– – ﹤0.01% 416
2014
Q2 		$5K Hold
60
– – ﹤0.01% 375
2014
Q1 		$5K Hold
60
– – ﹤0.01% 356
2013
Q4 		$5K Hold
60
– – ﹤0.01% 322
2013
Q3 		$4K Hold
60
– – ﹤0.01% 331
2013
Q2 		$3K Buy
+60
New +$3.15K ﹤0.01% 342

Other funds holding MIDD

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gary Goldberg Planning Services's MIDD Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Middleby (MIDD) position steady in Q4 2014 at 60 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Gary Goldberg Planning Services first reported a position in MIDD in Q2 2013 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold MIDD as of Q4 2014.

  • Gary Goldberg Planning Services held 60 shares of Middleby worth $6K as of Q4 2014.
  • Gary Goldberg Planning Services left its Middleby share count unchanged in Q4 2014.
  • Middleby made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #386 holding.
  • Gary Goldberg Planning Services first reported a position in Middleby in Q2 2013 and has held it in 7 quarters since.
  • 303 funds tracked by Wall St. Rank held Middleby as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.