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Patriot Financial Group Insurance Agency’s Middleby MIDD Stock Holding History

Patriot Financial Group Insurance Agency’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
2017
Q3 		– Sell
-29
Closed -$3K – 940
2017
Q2 		$3K Buy
29
+6
+26% +$792 ﹤0.01% 779
2017
Q1 		$3K Hold
23
– – ﹤0.01% 713
2016
Q4 		$3K Buy
+23
New +$2.9K ﹤0.01% 643

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MIDD Position: Q3 2017 in Review

Patriot Financial Group Insurance Agency sold out of Middleby (MIDD) in Q3 2017, closing a stake of 29 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in MIDD in Q4 2016 and held it in 3 quarters. The position peaked at $3K in Q2 2017. 346 funds tracked by Wall St. Rank hold MIDD as of Q3 2017.

  • Patriot Financial Group Insurance Agency reported no remaining Middleby position as of Q3 2017 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 29 Middleby shares in Q3 2017, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Middleby in Q4 2016 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Middleby position peaked at $3K in Q2 2017.
  • 346 funds tracked by Wall St. Rank held Middleby as of Q3 2017.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2017, filed 26 Oct 2017.