HighTower Advisors
MBRG

HighTower Advisors’s Middleburg Financial Corp MBRG Stock Holding History

HighTower Advisors’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 		– Sell
-17,500
Closed -$350K – 1706
2014
Q2 		$350K Buy
+17,500
New +$319K 0.01% 1186

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NRECA
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SRC
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Vanguard Group
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OCM
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LC
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BCM
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HighTower Advisors's MBRG Position: Q3 2014 in Review

HighTower Advisors sold out of Middleburg Financial Corp (MBRG) in Q3 2014, closing a stake of 17,500 shares — an estimated $350K sold.

HighTower Advisors first reported a position in MBRG in Q2 2014 and held it in 1 quarter. The position peaked at $350K in Q2 2014. 38 funds tracked by Wall St. Rank hold MBRG as of Q3 2014.

  • HighTower Advisors reported no remaining Middleburg Financial Corp position as of Q3 2014 after selling out during the quarter.
  • HighTower Advisors sold 17,500 Middleburg Financial Corp shares in Q3 2014, an estimated $350K.
  • HighTower Advisors first reported a position in Middleburg Financial Corp in Q2 2014 and held it in 1 quarter.
  • HighTower Advisors's Middleburg Financial Corp position peaked at $350K in Q2 2014.
  • 38 funds tracked by Wall St. Rank held Middleburg Financial Corp as of Q3 2014.

Based on HighTower Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.