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Polaris Wealth Advisory Group’s Middleby MIDD Stock Holding History

Polaris Wealth Advisory Group’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
Q2 		– Sell
-4,755
Closed -$419K – 116
2014
Q1 		$419K Buy
4,755
+555
+13% +$48.4K 0.1% 58
2013
Q4 		$336K Buy
4,200
+2,460
+141% +$182K 0.08% 66
2013
Q3 		$121K Buy
+1,740
New +$112K 0.04% 69

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Polaris Wealth Advisory Group's MIDD Position: Q2 2014 in Review

Polaris Wealth Advisory Group sold out of Middleby (MIDD) in Q2 2014, closing a stake of 4,755 shares — an estimated $419K sold.

Polaris Wealth Advisory Group first reported a position in MIDD in Q3 2013 and held it in 3 quarters. The position peaked at $419K in Q1 2014. 280 funds tracked by Wall St. Rank hold MIDD as of Q2 2014.

  • Polaris Wealth Advisory Group reported no remaining Middleby position as of Q2 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 4,755 Middleby shares in Q2 2014, an estimated $419K.
  • Polaris Wealth Advisory Group first reported a position in Middleby in Q3 2013 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Middleby position peaked at $419K in Q1 2014.
  • 280 funds tracked by Wall St. Rank held Middleby as of Q2 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2014, filed 5 Aug 2014.