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Wealthspire Advisors (Maryland)’s Middleby MIDD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-346
Closed -$45K – 1383
2019
Q1 		$45K Sell
346
-56
-14% -$6.72K ﹤0.01% 933
2018
Q4 		$41K Sell
402
-637
-61% -$72.5K ﹤0.01% 941
2018
Q3 		$134K Sell
1,039
-431
-29% -$49.2K 0.01% 576
2018
Q2 		$153K Sell
1,470
-296
-17% -$33.5K 0.01% 548
2018
Q1 		$219K Sell
1,766
-195
-10% -$25.5K 0.02% 437
2017
Q4 		$265K Buy
1,961
+892
+83% +$109K 0.03% 404
2017
Q3 		$137K Sell
1,069
-55
-5% -$6.78K 0.01% 597
2017
Q2 		$137K Buy
1,124
+95
+9% +$12.5K 0.02% 577
2017
Q1 		$140K Buy
1,029
+9
+0.9% +$1.22K 0.02% 488
2016
Q4 		$131K Sell
1,020
-31
-3% -$3.9K 0.02% 489
2016
Q3 		$130K Sell
1,051
-30
-3% -$3.68K 0.02% 500
2016
Q2 		$125K Sell
1,081
-252
-19% -$28.9K 0.02% 486
2016
Q1 		$142K Sell
1,333
-202
-13% -$19K 0.03% 437
2015
Q4 		$166K Buy
+1,535
New +$171K 0.03% 406

Other funds holding MIDD

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
JP Morgan Chase
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MIDD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Middleby (MIDD) in Q2 2019, closing a stake of 346 shares — an estimated $45K sold.

Wealthspire Advisors (Maryland) first reported a position in MIDD in Q4 2015 and held it in 14 quarters. The position peaked at $265K in Q4 2017. 383 funds tracked by Wall St. Rank hold MIDD as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Middleby position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 346 Middleby shares in Q2 2019, an estimated $45K.
  • Wealthspire Advisors (Maryland) first reported a position in Middleby in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Middleby position peaked at $265K in Q4 2017.
  • 383 funds tracked by Wall St. Rank held Middleby as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.