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Gupta Wealth Management’s Middleby MIDD Stock Holding History

Gupta 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
2016
Q1 		$2K Hold
17
– – ﹤0.01% 1069
2015
Q4 		$2K Buy
17
+5
+42% +$557 ﹤0.01% 1127
2015
Q3 		$1K Sell
12
-420
-97% -$48.4K ﹤0.01% 1207
2015
Q2 		$48K Sell
432
-198
-31% -$21.2K 0.01% 478
2015
Q1 		$65K Buy
+630
New +$64K 0.02% 364

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Gupta Wealth Management's MIDD Position: Q1 2016 in Review

Gupta Wealth Management held its Middleby (MIDD) position steady in Q1 2016 at 17 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Gupta Wealth Management first reported a position in MIDD in Q1 2015 and has held it in 5 quarters since. The position peaked at $65K in Q1 2015. 321 funds tracked by Wall St. Rank hold MIDD as of Q1 2016.

  • Gupta Wealth Management held 17 shares of Middleby worth $2K as of Q1 2016.
  • Gupta Wealth Management left its Middleby share count unchanged in Q1 2016.
  • Middleby made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1069 holding.
  • Gupta Wealth Management first reported a position in Middleby in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Middleby position peaked at $65K in Q1 2015.
  • 321 funds tracked by Wall St. Rank held Middleby as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.