PAS
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Partnervest Advisory Services’s Middleby MIDD Stock Holding History

Partnervest Advisory Services’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
2014
Q3 		– Sell
-585
Closed -$48K – 543
2014
Q2 		$48K Hold
585
– – 0.02% 371
2014
Q1 		$52K Hold
585
– – 0.02% 325
2013
Q4 		$47K Buy
+585
New +$43.3K 0.02% 320

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American Century Companies
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PCM
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Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Partnervest Advisory Services's MIDD Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Middleby (MIDD) in Q3 2014, closing a stake of 585 shares — an estimated $48K sold.

Partnervest Advisory Services first reported a position in MIDD in Q4 2013 and held it in 3 quarters. The position peaked at $52K in Q1 2014. 290 funds tracked by Wall St. Rank hold MIDD as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Middleby position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 585 Middleby shares in Q3 2014, an estimated $48K.
  • Partnervest Advisory Services first reported a position in Middleby in Q4 2013 and held it in 3 quarters.
  • Partnervest Advisory Services's Middleby position peaked at $52K in Q1 2014.
  • 290 funds tracked by Wall St. Rank held Middleby as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.