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Integrated Wealth Management (Palm Desert)’s Middleby MIDD Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q2 		– Sell
-24
Closed -$2K – 1410
2015
Q1 		$2K Buy
+24
New +$2.44K ﹤0.01% 1101

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
SC
Sculptor Capital New York $9.61B AUM 27.49% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s MIDD Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Middleby (MIDD) in Q2 2015, closing a stake of 24 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MIDD in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 315 funds tracked by Wall St. Rank hold MIDD as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Middleby position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 24 Middleby shares in Q2 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Middleby in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Middleby position peaked at $2K in Q1 2015.
  • 315 funds tracked by Wall St. Rank held Middleby as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.