WealthTrust-Arizona’s Middleby MIDD Stock Holding History

WealthTrust-Arizona’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	-115	Closed	-$15K	–	704
2018 Q3	$15K	Buy	115 +41	+55%	+$4.68K	0.01%	343
2018 Q2	$8K	Sell	74 -80	-52%	-$9.05K	﹤0.01%	437
2018 Q1	$19K	Buy	154 +1	+0.7%	+$131	0.01%	287
2017 Q4	$21K	Buy	+153	New	+$18.7K	0.01%	276
2017 Q2	–	Sell	-67	Closed	-$9K	–	664
2017 Q1	$9K	Hold	67	–	–	﹤0.01%	402
2016 Q4	$9K	Hold	67	–	–	0.01%	396
2016 Q3	$8K	Hold	67	–	–	﹤0.01%	406
2016 Q2	$8K	Hold	67	–	–	﹤0.01%	389
2016 Q1	$7K	Hold	67	–	–	﹤0.01%	415
2015 Q4	$7K	Hold	67	–	–	﹤0.01%	432
2015 Q3	$7K	Hold	67	–	–	﹤0.01%	428
2015 Q2	$8K	Hold	67	–	–	﹤0.01%	434
2015 Q1	$7K	Hold	67	–	–	﹤0.01%	467
2014 Q4	$7K	Sell	67 -11	-14%	-$1.01K	0.01%	446
2014 Q3	$7K	Hold	78	–	–	0.01%	459
2014 Q2	$6K	Hold	78	–	–	0.01%	478
2014 Q1	$7K	Buy	78 +24	+44%	+$2.09K	0.01%	479
2013 Q4	$4K	Sell	54 -9	-14%	-$666	﹤0.01%	506
2013 Q3	$4K	Buy	+63	New	+$4.04K	0.01%	474

Other funds holding MIDD

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return