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Wealthcare Capital Management’s Middleby MIDD Stock Holding History

Wealthcare Capital 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
Q2 		– Sell
-34
Closed -$3K – 683
2015
Q1 		$3K Buy
+34
New +$3.45K ﹤0.01% 759

Other funds holding MIDD

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Vanguard Group
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wealthcare Capital Management's MIDD Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Middleby (MIDD) in Q2 2015, closing a stake of 34 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in MIDD in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 315 funds tracked by Wall St. Rank hold MIDD as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Middleby position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 34 Middleby shares in Q2 2015, an estimated $3K.
  • Wealthcare Capital Management first reported a position in Middleby in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Middleby position peaked at $3K in Q1 2015.
  • 315 funds tracked by Wall St. Rank held Middleby as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.