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Regal Wealth Group’s Middleby MIDD Stock Holding History

Regal Wealth 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
2016
Q4 		– Sell
-23
Closed -$3K – 176
2016
Q3 		$3K Hold
23
– – ﹤0.01% 169
2016
Q2 		$3K Hold
23
– – ﹤0.01% 175
2016
Q1 		$2K Hold
23
– – ﹤0.01% 169
2015
Q4 		$2K Buy
+23
New +$2.56K ﹤0.01% 165

Other funds holding MIDD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Regal Wealth Group's MIDD Position: Q4 2016 in Review

Regal Wealth Group sold out of Middleby (MIDD) in Q4 2016, closing a stake of 23 shares — an estimated $3K sold.

Regal Wealth Group first reported a position in MIDD in Q4 2015 and held it in 4 quarters. The position peaked at $3K in Q3 2016. 384 funds tracked by Wall St. Rank hold MIDD as of Q4 2016.

  • Regal Wealth Group reported no remaining Middleby position as of Q4 2016 after selling out during the quarter.
  • Regal Wealth Group sold 23 Middleby shares in Q4 2016, an estimated $3K.
  • Regal Wealth Group first reported a position in Middleby in Q4 2015 and held it in 4 quarters.
  • Regal Wealth Group's Middleby position peaked at $3K in Q3 2016.
  • 384 funds tracked by Wall St. Rank held Middleby as of Q4 2016.

Based on Regal Wealth Group's 13F filing for Q4 2016, filed 9 Aug 2017.