Stratos Wealth Partners’s Middleby MIDD Stock Holding History

Stratos Wealth Partners’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 Q4	–	Sell	-627	Closed	-$81K	–	1821
2018 Q3	$81K	Buy	+627	New	+$71.5K	﹤0.01%	1237
2018 Q2	–	Sell	-637	Closed	-$79K	–	1931
2018 Q1	$79K	Hold	637	–	–	﹤0.01%	1326
2017 Q4	$86K	Buy	+637	New	+$77.9K	﹤0.01%	1255

Other funds holding MIDD

EIG

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DGI

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

Stratos Wealth Partners's MIDD Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Middleby (MIDD) in Q4 2018, closing a stake of 627 shares — an estimated $81K sold.

Stratos Wealth Partners first reported a position in MIDD in Q4 2017 and held it in 3 quarters. The position peaked at $86K in Q4 2017. 347 funds tracked by Wall St. Rank hold MIDD as of Q4 2018.

Stratos Wealth Partners reported no remaining Middleby position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 627 Middleby shares in Q4 2018, an estimated $81K.
Stratos Wealth Partners first reported a position in Middleby in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's Middleby position peaked at $86K in Q4 2017.
347 funds tracked by Wall St. Rank held Middleby as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.