PCA
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Personal Capital Advisors’s Middleby MIDD Stock Holding History

Personal Capital 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
2019
Q1 		– Sell
-2,397
Closed -$246K – 334
2018
Q4 		$246K Buy
+2,397
New +$273K ﹤0.01% 277

Other funds holding MIDD

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.53B AUM 0.87% 1-Year Est. Return

Personal Capital Advisors's MIDD Position: Q1 2019 in Review

Personal Capital Advisors sold out of Middleby (MIDD) in Q1 2019, closing a stake of 2,397 shares — an estimated $246K sold.

Personal Capital Advisors first reported a position in MIDD in Q4 2018 and held it in 1 quarter. The position peaked at $246K in Q4 2018. 372 funds tracked by Wall St. Rank hold MIDD as of Q1 2019.

  • Personal Capital Advisors reported no remaining Middleby position as of Q1 2019 after selling out during the quarter.
  • Personal Capital Advisors sold 2,397 Middleby shares in Q1 2019, an estimated $246K.
  • Personal Capital Advisors first reported a position in Middleby in Q4 2018 and held it in 1 quarter.
  • Personal Capital Advisors's Middleby position peaked at $246K in Q4 2018.
  • 372 funds tracked by Wall St. Rank held Middleby as of Q1 2019.

Based on Personal Capital Advisors's 13F filing for Q1 2019, filed 13 May 2019.