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Optimum Investment Advisors’s Middleby MIDD Stock Holding History

Optimum Investment Advisors’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
Q3 		– Sell
-250
Closed -$26K – 1070
2018
Q2 		$26K Hold
250
– – 0.01% 677
2018
Q1 		$31K Buy
+250
New +$32.7K 0.01% 619

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Optimum Investment Advisors's MIDD Position: Q3 2018 in Review

Optimum Investment Advisors sold out of Middleby (MIDD) in Q3 2018, closing a stake of 250 shares — an estimated $26K sold.

Optimum Investment Advisors first reported a position in MIDD in Q1 2018 and held it in 2 quarters. The position peaked at $31K in Q1 2018. 361 funds tracked by Wall St. Rank hold MIDD as of Q3 2018.

  • Optimum Investment Advisors reported no remaining Middleby position as of Q3 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 250 Middleby shares in Q3 2018, an estimated $26K.
  • Optimum Investment Advisors first reported a position in Middleby in Q1 2018 and held it in 2 quarters.
  • Optimum Investment Advisors's Middleby position peaked at $31K in Q1 2018.
  • 361 funds tracked by Wall St. Rank held Middleby as of Q3 2018.

Based on Optimum Investment Advisors's 13F filing for Q3 2018, filed 5 Oct 2018.