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Ropes Wealth Advisors’s Middleby MIDD Stock Holding History

Ropes Wealth 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
2017
Q4 		– Sell
-400
Closed -$51K – 796
2017
Q3 		$51K Hold
400
– – 0.01% 329
2017
Q2 		$49K Hold
400
– – 0.01% 336
2017
Q1 		$55K Buy
+400
New +$54.4K 0.02% 317

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Ropes Wealth Advisors's MIDD Position: Q4 2017 in Review

Ropes Wealth Advisors sold out of Middleby (MIDD) in Q4 2017, closing a stake of 400 shares — an estimated $51K sold.

Ropes Wealth Advisors first reported a position in MIDD in Q1 2017 and held it in 3 quarters. The position peaked at $55K in Q1 2017. 366 funds tracked by Wall St. Rank hold MIDD as of Q4 2017.

  • Ropes Wealth Advisors reported no remaining Middleby position as of Q4 2017 after selling out during the quarter.
  • Ropes Wealth Advisors sold 400 Middleby shares in Q4 2017, an estimated $51K.
  • Ropes Wealth Advisors first reported a position in Middleby in Q1 2017 and held it in 3 quarters.
  • Ropes Wealth Advisors's Middleby position peaked at $55K in Q1 2017.
  • 366 funds tracked by Wall St. Rank held Middleby as of Q4 2017.

Based on Ropes Wealth Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.