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IHT Wealth Management’s Middleby MIDD Stock Holding History

IHT 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
2017
Q3 		– Sell
-182
Closed -$55 – 1501
2017
Q2 		$55 Hold
182
– – 0.03% 484
2017
Q1 		$24K Hold
182
– – 0.02% 610
2016
Q4 		$23K Buy
+182
New +$22.9K 0.02% 591

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

IHT Wealth Management's MIDD Position: Q3 2017 in Review

IHT Wealth Management sold out of Middleby (MIDD) in Q3 2017, closing a stake of 182 shares — an estimated $55 sold.

IHT Wealth Management first reported a position in MIDD in Q4 2016 and held it in 3 quarters. The position peaked at $24K in Q1 2017. 346 funds tracked by Wall St. Rank hold MIDD as of Q3 2017.

  • IHT Wealth Management reported no remaining Middleby position as of Q3 2017 after selling out during the quarter.
  • IHT Wealth Management sold 182 Middleby shares in Q3 2017, an estimated $55.
  • IHT Wealth Management first reported a position in Middleby in Q4 2016 and held it in 3 quarters.
  • IHT Wealth Management's Middleby position peaked at $24K in Q1 2017.
  • 346 funds tracked by Wall St. Rank held Middleby as of Q3 2017.

Based on IHT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.