LWM
MIDD icon

LBA Wealth Management’s Middleby MIDD Stock Holding History

LBA 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
2016
Q1 		– Sell
-50
Closed -$5K – 434
2015
Q4 		$5K Hold
50
– – ﹤0.01% 340
2015
Q3 		$5K Buy
+50
New +$5.76K ﹤0.01% 288

Other funds holding MIDD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

LBA Wealth Management's MIDD Position: Q1 2016 in Review

LBA Wealth Management sold out of Middleby (MIDD) in Q1 2016, closing a stake of 50 shares — an estimated $5K sold.

LBA Wealth Management first reported a position in MIDD in Q3 2015 and held it in 2 quarters. The position peaked at $5K in Q4 2015. 321 funds tracked by Wall St. Rank hold MIDD as of Q1 2016.

  • LBA Wealth Management reported no remaining Middleby position as of Q1 2016 after selling out during the quarter.
  • LBA Wealth Management sold 50 Middleby shares in Q1 2016, an estimated $5K.
  • LBA Wealth Management first reported a position in Middleby in Q3 2015 and held it in 2 quarters.
  • LBA Wealth Management's Middleby position peaked at $5K in Q4 2015.
  • 321 funds tracked by Wall St. Rank held Middleby as of Q1 2016.

Based on LBA Wealth Management's 13F filing for Q1 2016, filed 5 May 2016.