WF
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WealthTrust Fairport’s Middleby MIDD Stock Holding History

WealthTrust Fairport’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
Q2 		– Sell
-183
Closed -$23K – 537
2018
Q1 		$23K Buy
+183
New +$24K ﹤0.01% 317

Other funds holding MIDD

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return

WealthTrust Fairport's MIDD Position: Q2 2018 in Review

WealthTrust Fairport sold out of Middleby (MIDD) in Q2 2018, closing a stake of 183 shares — an estimated $23K sold.

WealthTrust Fairport first reported a position in MIDD in Q1 2018 and held it in 1 quarter. The position peaked at $23K in Q1 2018. 339 funds tracked by Wall St. Rank hold MIDD as of Q2 2018.

  • WealthTrust Fairport reported no remaining Middleby position as of Q2 2018 after selling out during the quarter.
  • WealthTrust Fairport sold 183 Middleby shares in Q2 2018, an estimated $23K.
  • WealthTrust Fairport first reported a position in Middleby in Q1 2018 and held it in 1 quarter.
  • WealthTrust Fairport's Middleby position peaked at $23K in Q1 2018.
  • 339 funds tracked by Wall St. Rank held Middleby as of Q2 2018.

Based on WealthTrust Fairport's 13F filing for Q2 2018, filed 28 Aug 2018.