Valley Wealth Managers’s Middleby MIDD Stock Holding History

Valley Wealth Managers’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 Q3	–	Sell	-235	Closed	-$27K	–	221
2016 Q2	$27K	Buy	+235	New	+$27K	﹤0.01%	156

Other funds holding MIDD

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

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

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Valley Wealth Managers's MIDD Position: Q3 2016 in Review

Valley Wealth Managers sold out of Middleby (MIDD) in Q3 2016, closing a stake of 235 shares — an estimated $27K sold.

Valley Wealth Managers first reported a position in MIDD in Q2 2016 and held it in 1 quarter. The position peaked at $27K in Q2 2016. 362 funds tracked by Wall St. Rank hold MIDD as of Q3 2016.

Valley Wealth Managers reported no remaining Middleby position as of Q3 2016 after selling out during the quarter.
Valley Wealth Managers sold 235 Middleby shares in Q3 2016, an estimated $27K.
Valley Wealth Managers first reported a position in Middleby in Q2 2016 and held it in 1 quarter.
Valley Wealth Managers's Middleby position peaked at $27K in Q2 2016.
362 funds tracked by Wall St. Rank held Middleby as of Q3 2016.

Based on Valley Wealth Managers's 13F filing for Q3 2016, filed 9 Nov 2016.