Reilly Financial Advisors’s Middleby MIDD Stock Holding History

Reilly Financial 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
2018 Q1	–	Sell	-88	Closed	-$12K	–	1022
2017 Q4	$12K	Hold	88	–	–	﹤0.01%	619
2017 Q3	$11K	Hold	88	–	–	﹤0.01%	618
2017 Q2	$11K	Hold	88	–	–	﹤0.01%	628
2017 Q1	$12K	Buy	+88	New	+$12K	﹤0.01%	578
2014 Q4	–	Sell	-180	Closed	-$16K	–	844
2014 Q3	$16K	Hold	180	–	–	﹤0.01%	435
2014 Q2	$15K	Hold	180	–	–	﹤0.01%	470
2014 Q1	$16K	Sell	180 -345	-66%	-$30.1K	﹤0.01%	473
2013 Q4	$42K	Buy	525 +45	+9%	+$3.33K	0.01%	271
2013 Q3	$34K	Buy	480 +180	+60%	+$11.6K	0.01%	272
2013 Q2	$17K	Buy	+300	New	+$15.8K	0.01%	372

Other funds holding MIDD

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Reilly Financial Advisors's MIDD Position: Q1 2018 in Review

Reilly Financial Advisors sold out of Middleby (MIDD) in Q1 2018, closing a stake of 88 shares — an estimated $12K sold.

Reilly Financial Advisors first reported a position in MIDD in Q2 2013 and held it in 10 quarters. The position peaked at $42K in Q4 2013. 359 funds tracked by Wall St. Rank hold MIDD as of Q1 2018.

Reilly Financial Advisors reported no remaining Middleby position as of Q1 2018 after selling out during the quarter.
Reilly Financial Advisors sold 88 Middleby shares in Q1 2018, an estimated $12K.
Reilly Financial Advisors first reported a position in Middleby in Q2 2013 and held it in 10 quarters.
Reilly Financial Advisors's Middleby position peaked at $42K in Q4 2013.
359 funds tracked by Wall St. Rank held Middleby as of Q1 2018.

Based on Reilly Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.