Krilogy Financial’s Middleby MIDD Stock Holding History

Krilogy Financial’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
2018 Q4	–	Sell	-16	Closed	-$2K	–	461
2018 Q3	$2K	Buy	+16	New	+$1.83K	﹤0.01%	732
2018 Q2	–	Sell	-16	Closed	-$2K	–	442
2018 Q1	$2K	Hold	16	–	–	﹤0.01%	696
2017 Q4	$2K	Hold	16	–	–	﹤0.01%	696
2017 Q3	$2K	Hold	16	–	–	﹤0.01%	743
2017 Q2	$2K	Hold	16	–	–	﹤0.01%	668
2017 Q1	$2K	Hold	16	–	–	﹤0.01%	654
2016 Q4	$2K	Hold	16	–	–	﹤0.01%	654
2016 Q3	$2K	Buy	+16	New	+$1.97K	﹤0.01%	668

Other funds holding MIDD

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return