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Measured Wealth Private Client Group’s Middleby MIDD Stock Holding History

Measured Wealth Private Client Group’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
-900
Closed -$116K – 460
2018
Q3 		$116K Buy
+900
New +$103K 0.07% 213

Other funds holding MIDD

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
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
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
BCM
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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Measured Wealth Private Client Group's MIDD Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Middleby (MIDD) in Q4 2018, closing a stake of 900 shares — an estimated $116K sold.

Measured Wealth Private Client Group first reported a position in MIDD in Q3 2018 and held it in 1 quarter. The position peaked at $116K in Q3 2018. 346 funds tracked by Wall St. Rank hold MIDD as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Middleby position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 900 Middleby shares in Q4 2018, an estimated $116K.
  • Measured Wealth Private Client Group first reported a position in Middleby in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Middleby position peaked at $116K in Q3 2018.
  • 346 funds tracked by Wall St. Rank held Middleby as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.