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Peachtree Investment Advisors’s Middleby MIDD Stock Holding History

Peachtree 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
2015
Q3 		– Sell
-168
Closed -$19K – 200
2015
Q2 		$19K Hold
168
– – 0.01% 231
2015
Q1 		$17K Hold
168
– – 0.01% 245
2014
Q4 		$17K Sell
168
-57
-25% -$5.21K 0.01% 265
2014
Q3 		$20K Buy
+225
New +$18.6K 0.01% 269

Other funds holding MIDD

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $4.89B AUM 33.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Peachtree Investment Advisors's MIDD Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Middleby (MIDD) in Q3 2015, closing a stake of 168 shares — an estimated $19K sold.

Peachtree Investment Advisors first reported a position in MIDD in Q3 2014 and held it in 4 quarters. The position peaked at $20K in Q3 2014. 329 funds tracked by Wall St. Rank hold MIDD as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Middleby position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 168 Middleby shares in Q3 2015, an estimated $19K.
  • Peachtree Investment Advisors first reported a position in Middleby in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Middleby position peaked at $20K in Q3 2014.
  • 329 funds tracked by Wall St. Rank held Middleby as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.