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Prospera Financial Services’s Middleby MIDD Stock Holding History

Prospera Financial Services’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
-3,750
Closed -$330K – 309
2014
Q3 		$330K Hold
3,750
– – 0.09% 183
2014
Q2 		$310K Buy
3,750
+1,200
+47% +$98.8K 0.08% 192
2014
Q1 		$225K Buy
+2,550
New +$222K 0.07% 212

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

Prospera Financial Services's MIDD Position: Q4 2014 in Review

Prospera Financial Services sold out of Middleby (MIDD) in Q4 2014, closing a stake of 3,750 shares — an estimated $330K sold.

Prospera Financial Services first reported a position in MIDD in Q1 2014 and held it in 3 quarters. The position peaked at $330K in Q3 2014. 303 funds tracked by Wall St. Rank hold MIDD as of Q4 2014.

  • Prospera Financial Services reported no remaining Middleby position as of Q4 2014 after selling out during the quarter.
  • Prospera Financial Services sold 3,750 Middleby shares in Q4 2014, an estimated $330K.
  • Prospera Financial Services first reported a position in Middleby in Q1 2014 and held it in 3 quarters.
  • Prospera Financial Services's Middleby position peaked at $330K in Q3 2014.
  • 303 funds tracked by Wall St. Rank held Middleby as of Q4 2014.

Based on Prospera Financial Services's 13F filing for Q4 2014, filed 14 Jan 2015.