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KCM Investment Advisors’s Middleby MIDD Stock Holding History

KCM Investment Advisors’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
Q2 		– Sell
-1,648
Closed -$225K – 537
2017
Q1 		$225K Hold
1,648
– – 0.01% 499
2016
Q4 		$212K Buy
1,648
+4
+0.2% +$503 0.01% 504
2016
Q3 		$203K Buy
+1,644
New +$202K 0.01% 517
2016
Q1 		– Sell
-1,855
Closed -$200K – 527
2015
Q4 		$200K Buy
+1,855
New +$207K 0.02% 493

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 $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

KCM Investment Advisors's MIDD Position: Q2 2017 in Review

KCM Investment Advisors sold out of Middleby (MIDD) in Q2 2017, closing a stake of 1,648 shares — an estimated $225K sold.

KCM Investment Advisors first reported a position in MIDD in Q4 2015 and held it in 4 quarters. The position peaked at $225K in Q1 2017. 393 funds tracked by Wall St. Rank hold MIDD as of Q2 2017.

  • KCM Investment Advisors reported no remaining Middleby position as of Q2 2017 after selling out during the quarter.
  • KCM Investment Advisors sold 1,648 Middleby shares in Q2 2017, an estimated $225K.
  • KCM Investment Advisors first reported a position in Middleby in Q4 2015 and held it in 4 quarters.
  • KCM Investment Advisors's Middleby position peaked at $225K in Q1 2017.
  • 393 funds tracked by Wall St. Rank held Middleby as of Q2 2017.

Based on KCM Investment Advisors's 13F filing for Q2 2017, filed 10 Aug 2017.