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YorkBridge Wealth Partners’s Middleby MIDD Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-775
Closed -$94K – 897
2017
Q2 		$94K Buy
775
+47
+6% +$6.21K 0.05% 285
2017
Q1 		$102K Buy
728
+90
+14% +$12.2K 0.05% 259
2016
Q4 		$89K Buy
+638
New +$80.3K 0.05% 256

Other funds holding MIDD

Vanguard Group
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
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
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

YorkBridge Wealth Partners's MIDD Position: Q3 2017 in Review

YorkBridge Wealth Partners sold out of Middleby (MIDD) in Q3 2017, closing a stake of 775 shares — an estimated $94K sold.

YorkBridge Wealth Partners first reported a position in MIDD in Q4 2016 and held it in 3 quarters. The position peaked at $102K in Q1 2017. 346 funds tracked by Wall St. Rank hold MIDD as of Q3 2017.

  • YorkBridge Wealth Partners reported no remaining Middleby position as of Q3 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 775 Middleby shares in Q3 2017, an estimated $94K.
  • YorkBridge Wealth Partners first reported a position in Middleby in Q4 2016 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Middleby position peaked at $102K in Q1 2017.
  • 346 funds tracked by Wall St. Rank held Middleby as of Q3 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.