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Paces Ferry Wealth Advisors’s Middleby MIDD Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-16
Closed -$1K – 721
2020
Q3 		$1K Buy
+16
New +$1.45K ﹤0.01% 888

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Paces Ferry Wealth Advisors's MIDD Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Middleby (MIDD) in Q4 2020, closing a stake of 16 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in MIDD in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 333 funds tracked by Wall St. Rank hold MIDD as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Middleby position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 16 Middleby shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in Middleby in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Middleby position peaked at $1K in Q3 2020.
  • 333 funds tracked by Wall St. Rank held Middleby as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.