Nelson Capital Management’s Middleby MIDD Stock Holding History

Nelson Capital 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
2015 Q2	–	Sell	-384	Closed	-$39K	–	276
2015 Q1	$39K	Hold	384	–	–	0.01%	130
2014 Q4	$38K	Hold	384	–	–	0.01%	135
2014 Q3	$34K	Hold	384	–	–	0.01%	142
2014 Q2	$32K	Buy	384 +66	+21%	+$5.43K	0.01%	142
2014 Q1	$28K	Buy	318 +75	+31%	+$6.54K	0.01%	137
2013 Q4	$19K	Buy	+243	New	+$18K	0.01%	148

Other funds holding MIDD

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

PCM

Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return

DGI

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Nelson Capital Management's MIDD Position: Q2 2015 in Review

Nelson Capital Management sold out of Middleby (MIDD) in Q2 2015, closing a stake of 384 shares — an estimated $39K sold.

Nelson Capital Management first reported a position in MIDD in Q4 2013 and held it in 6 quarters. The position peaked at $39K in Q1 2015. 315 funds tracked by Wall St. Rank hold MIDD as of Q2 2015.

Nelson Capital Management reported no remaining Middleby position as of Q2 2015 after selling out during the quarter.
Nelson Capital Management sold 384 Middleby shares in Q2 2015, an estimated $39K.
Nelson Capital Management first reported a position in Middleby in Q4 2013 and held it in 6 quarters.
Nelson Capital Management's Middleby position peaked at $39K in Q1 2015.
315 funds tracked by Wall St. Rank held Middleby as of Q2 2015.

Based on Nelson Capital Management's 13F filing for Q2 2015, filed 30 Jul 2015.