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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BCM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DGI

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

Krilogy Financial's MIDD Position: Q4 2018 in Review

Krilogy Financial sold out of Middleby (MIDD) in Q4 2018, closing a stake of 16 shares — an estimated $2K sold.

Krilogy Financial first reported a position in MIDD in Q3 2016 and held it in 8 quarters. The position peaked at $2K in Q3 2018. 347 funds tracked by Wall St. Rank hold MIDD as of Q4 2018.

Krilogy Financial reported no remaining Middleby position as of Q4 2018 after selling out during the quarter.
Krilogy Financial sold 16 Middleby shares in Q4 2018, an estimated $2K.
Krilogy Financial first reported a position in Middleby in Q3 2016 and held it in 8 quarters.
Krilogy Financial's Middleby position peaked at $2K in Q3 2018.
347 funds tracked by Wall St. Rank held Middleby as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.