Ground Swell Capital’s Middleburg Financial Corp MBRG Stock Holding History

Ground Swell Capital’s Portfolio MBRG Stock Details MBRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$4K	Buy	+200	New	+$3.69K	0.01%	1648

Other funds holding MBRG

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

NRECA

National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

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

OCM

Otter Creek Management West Palm Beach, Florida $108M AUM 3.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lakeshore Capital Birmingham, Alabama $45.6M AUM 21% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Ground Swell Capital's MBRG Position: Q3 2014 in Review

Ground Swell Capital opened a new position in Middleburg Financial Corp (MBRG) in Q3 2014: 200 shares worth $4K. The stake represents 0.01% of the portfolio and ranks #1648 among its holdings.

38 funds tracked by Wall St. Rank hold MBRG as of Q3 2014.

Ground Swell Capital held 200 shares of Middleburg Financial Corp worth $4K as of Q3 2014.
Middleburg Financial Corp was a new Ground Swell Capital position in Q3 2014.
Middleburg Financial Corp made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1648 holding.
38 funds tracked by Wall St. Rank held Middleburg Financial Corp as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.