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Pinnacle Summer Investments’s Middleby MIDD Stock Holding History

Pinnacle Summer Investments’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
Q4 		– Sell
-36
Closed -$3K – 1063
2014
Q3 		$3K Hold
36
– – ﹤0.01% 955
2014
Q2 		$3K Hold
36
– – ﹤0.01% 902
2014
Q1 		$3K Hold
36
– – ﹤0.01% 860
2013
Q4 		$3K Hold
36
– – ﹤0.01% 856
2013
Q3 		$3K Buy
+36
New +$2.31K ﹤0.01% 826

Other funds holding MIDD

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Pinnacle Summer Investments's MIDD Position: Q4 2014 in Review

Pinnacle Summer Investments sold out of Middleby (MIDD) in Q4 2014, closing a stake of 36 shares — an estimated $3K sold.

Pinnacle Summer Investments first reported a position in MIDD in Q3 2013 and held it in 5 quarters. The position peaked at $3K in Q3 2014. 303 funds tracked by Wall St. Rank hold MIDD as of Q4 2014.

  • Pinnacle Summer Investments reported no remaining Middleby position as of Q4 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 36 Middleby shares in Q4 2014, an estimated $3K.
  • Pinnacle Summer Investments first reported a position in Middleby in Q3 2013 and held it in 5 quarters.
  • Pinnacle Summer Investments's Middleby position peaked at $3K in Q3 2014.
  • 303 funds tracked by Wall St. Rank held Middleby as of Q4 2014.

Based on Pinnacle Summer Investments's 13F filing for Q4 2014, filed 18 Feb 2015.