Horan Securities’s Middleby MIDD Stock Holding History

Horan Securities’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 Q4	–	Sell	-42	Closed	-$5K	–	105
2016 Q3	$5K	Buy	+42	New	+$5.16K	0.01%	113

Other funds holding MIDD

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Horan Securities's MIDD Position: Q4 2016 in Review

Horan Securities sold out of Middleby (MIDD) in Q4 2016, closing a stake of 42 shares — an estimated $5K sold.

Horan Securities first reported a position in MIDD in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 384 funds tracked by Wall St. Rank hold MIDD as of Q4 2016.

Horan Securities reported no remaining Middleby position as of Q4 2016 after selling out during the quarter.
Horan Securities sold 42 Middleby shares in Q4 2016, an estimated $5K.
Horan Securities first reported a position in Middleby in Q3 2016 and held it in 1 quarter.
Horan Securities's Middleby position peaked at $5K in Q3 2016.
384 funds tracked by Wall St. Rank held Middleby as of Q4 2016.

Based on Horan Securities's 13F filing for Q4 2016, filed 7 Feb 2017.