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Regal Investment Advisors’s Middleby MIDD Stock Holding History

Regal Investment 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
2015
Q3 		– Sell
-374
Closed -$41K – 1079
2015
Q2 		$41K Buy
374
+41
+12% +$4.39K 0.01% 448
2015
Q1 		$34K Buy
+333
New +$33.8K 0.01% 487
2013
Q3 		– Sell
-216
Closed -$12K – 910
2013
Q2 		$12K Buy
+216
New +$11.3K 0.01% 551

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
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Regal Investment Advisors's MIDD Position: Q3 2015 in Review

Regal Investment Advisors sold out of Middleby (MIDD) in Q3 2015, closing a stake of 374 shares — an estimated $41K sold.

Regal Investment Advisors first reported a position in MIDD in Q2 2013 and held it in 3 quarters. The position peaked at $41K in Q2 2015. 329 funds tracked by Wall St. Rank hold MIDD as of Q3 2015.

  • Regal Investment Advisors reported no remaining Middleby position as of Q3 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 374 Middleby shares in Q3 2015, an estimated $41K.
  • Regal Investment Advisors first reported a position in Middleby in Q2 2013 and held it in 3 quarters.
  • Regal Investment Advisors's Middleby position peaked at $41K in Q2 2015.
  • 329 funds tracked by Wall St. Rank held Middleby as of Q3 2015.

Based on Regal Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.