HRIA
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Haberer Registered Investment Advisor’s Middleby MIDD Stock Holding History

Haberer Registered Investment Advisor’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
2015
Q1 		$3K Hold
26
– – ﹤0.01% 284
2014
Q4 		$3K Sell
26
-39
-60% -$3.57K ﹤0.01% 286
2014
Q3 		$6K Buy
65
+26
+67% +$2.15K ﹤0.01% 312
2014
Q2 		$3K Buy
+39
New +$3.21K ﹤0.01% 369

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Haberer Registered Investment Advisor's MIDD Position: Q1 2015 in Review

Haberer Registered Investment Advisor held its Middleby (MIDD) position steady in Q1 2015 at 26 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Haberer Registered Investment Advisor first reported a position in MIDD in Q2 2014 and has held it in 4 quarters since. The position peaked at $6K in Q3 2014. 324 funds tracked by Wall St. Rank hold MIDD as of Q1 2015.

  • Haberer Registered Investment Advisor held 26 shares of Middleby worth $3K as of Q1 2015.
  • Haberer Registered Investment Advisor left its Middleby share count unchanged in Q1 2015.
  • Middleby made up ﹤0.01% of Haberer Registered Investment Advisor's portfolio in Q1 2015, its #284 holding.
  • Haberer Registered Investment Advisor first reported a position in Middleby in Q2 2014 and has held it in 4 quarters since.
  • Haberer Registered Investment Advisor's Middleby position peaked at $6K in Q3 2014.
  • 324 funds tracked by Wall St. Rank held Middleby as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.