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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

CGI

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

WFG Advisors's MIDD Position: Q2 2017 in Review

WFG Advisors held its Middleby (MIDD) position steady in Q2 2017 at 105 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

WFG Advisors first reported a position in MIDD in Q2 2013 and has held it in 17 quarters since. The position peaked at $226K in Q4 2016. 393 funds tracked by Wall St. Rank hold MIDD as of Q2 2017.

WFG Advisors held 105 shares of Middleby worth $13K as of Q2 2017.
WFG Advisors left its Middleby share count unchanged in Q2 2017.
Middleby made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1062 holding.
WFG Advisors first reported a position in Middleby in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Middleby position peaked at $226K in Q4 2016.
393 funds tracked by Wall St. Rank held Middleby as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.