Sheets Smith Wealth Management’s Middleby MIDD Stock Holding History

Sheets Smith Wealth Management’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 Q4	–	Sell	-7,640	Closed	-$804K	–	238
2015 Q3	$804K	Sell	7,640 -157	-2%	-$18.1K	0.27%	100
2015 Q2	$875K	Buy	+7,797	New	+$834K	0.24%	123
2014 Q2	–	Sell	-10,917	Closed	-$961K	–	274
2014 Q1	$961K	Buy	10,917 +345	+3%	+$30.1K	0.27%	107
2013 Q4	$845K	Buy	10,572 +717	+7%	+$53.1K	0.23%	112
2013 Q3	$686K	Buy	9,855 +600	+6%	+$38.5K	0.22%	126
2013 Q2	$525K	Buy	+9,255	New	+$486K	0.18%	159

Other funds holding MIDD

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Sheets Smith Wealth Management's MIDD Position: Q4 2015 in Review

Sheets Smith Wealth Management sold out of Middleby (MIDD) in Q4 2015, closing a stake of 7,640 shares — an estimated $804K sold.

Sheets Smith Wealth Management first reported a position in MIDD in Q2 2013 and held it in 6 quarters. The position peaked at $961K in Q1 2014. 326 funds tracked by Wall St. Rank hold MIDD as of Q4 2015.

Sheets Smith Wealth Management reported no remaining Middleby position as of Q4 2015 after selling out during the quarter.
Sheets Smith Wealth Management sold 7,640 Middleby shares in Q4 2015, an estimated $804K.
Sheets Smith Wealth Management first reported a position in Middleby in Q2 2013 and held it in 6 quarters.
Sheets Smith Wealth Management's Middleby position peaked at $961K in Q1 2014.
326 funds tracked by Wall St. Rank held Middleby as of Q4 2015.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2015, filed 1 Feb 2016.