WFG Advisors’s Middleby MIDD Stock Holding History

WFG Advisors’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
2017 Q2	$13K	Hold	105	–	–	﹤0.01%	1062
2017 Q1	$14K	Sell	105 -1,649	-94%	-$224K	﹤0.01%	985
2016 Q4	$226K	Hold	1,754	–	–	0.06%	347
2016 Q3	$217K	Hold	1,754	–	–	0.05%	353
2016 Q2	$202K	Buy	1,754 +269	+18%	+$30.9K	0.05%	336
2016 Q1	$159K	Sell	1,485 -85	-5%	-$7.99K	0.05%	357
2015 Q4	$169K	Hold	1,570	–	–	0.05%	328
2015 Q3	$165K	Sell	1,570 -69	-4%	-$7.95K	0.05%	328
2015 Q2	$184K	Sell	1,639 -24	-1%	-$2.57K	0.05%	364
2015 Q1	$171K	Buy	1,663 +624	+60%	+$63.4K	0.05%	391
2014 Q4	$103K	Buy	1,039 +140	+16%	+$12.8K	0.02%	625
2014 Q3	$79K	Buy	899 +224	+33%	+$18.6K	0.02%	742
2014 Q2	$56K	Buy	675 +450	+200%	+$37K	0.01%	867
2014 Q1	$20K	Sell	225 -75	-25%	-$6.54K	﹤0.01%	1249
2013 Q4	$24K	Hold	300	–	–	﹤0.01%	1272
2013 Q3	$21K	Buy	300 +75	+33%	+$4.82K	﹤0.01%	1260
2013 Q2	$13K	Buy	+225	New	+$11.8K	﹤0.01%	1374

Other funds holding MIDD

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

Wellington Management Group

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Fiera Capital (Canada)

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

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return