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Perigon Wealth Management’s Middleby MIDD Stock Holding History

Perigon Wealth Management’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
-300
Closed -$36K – 687
2017
Q2 		$36K Hold
300
– – 0.01% 405
2017
Q1 		$41K Buy
+300
New +$40.8K 0.01% 412

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 $5.72T AUM 30.48% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

Perigon Wealth Management's MIDD Position: Q3 2017 in Review

Perigon Wealth Management sold out of Middleby (MIDD) in Q3 2017, closing a stake of 300 shares — an estimated $36K sold.

Perigon Wealth Management first reported a position in MIDD in Q1 2017 and held it in 2 quarters. The position peaked at $41K in Q1 2017. 346 funds tracked by Wall St. Rank hold MIDD as of Q3 2017.

  • Perigon Wealth Management reported no remaining Middleby position as of Q3 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 300 Middleby shares in Q3 2017, an estimated $36K.
  • Perigon Wealth Management first reported a position in Middleby in Q1 2017 and held it in 2 quarters.
  • Perigon Wealth Management's Middleby position peaked at $41K in Q1 2017.
  • 346 funds tracked by Wall St. Rank held Middleby as of Q3 2017.

Based on Perigon Wealth Management's 13F filing for Q3 2017, filed 5 Dec 2017.