Loring Wolcott & Coolidge Fiduciary Advisors’s Middleburg Financial Corp MBRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-6,484
| Closed | -$260K | – | 675 |
|
|
2017
Q1 | $260K | Hold |
6,484
| – | – | 0.01% | 249 |
|
|
2016
Q4 | $225K | Hold |
6,484
| – | – | 0.01% | 254 |
|
|
2016
Q3 | $183K | Hold |
6,484
| – | – | ﹤0.01% | 269 |
|
|
2016
Q2 | $176K | Hold |
6,484
| – | – | ﹤0.01% | 265 |
|
|
2016
Q1 | $140K | Hold |
6,484
| – | – | ﹤0.01% | 282 |
|
|
2015
Q4 | $120K | Hold |
6,484
| – | – | ﹤0.01% | 324 |
|
|
2015
Q3 | $117K | Hold |
6,484
| – | – | ﹤0.01% | 341 |
|
|
2015
Q2 | $117K | Hold |
6,484
| – | – | ﹤0.01% | 341 |
|
|
2015
Q1 | $119K | Hold |
6,484
| – | – | ﹤0.01% | 347 |
|
|
2014
Q4 | $117K | Hold |
6,484
| – | – | ﹤0.01% | 340 |
|
|
2014
Q3 | $115K | Hold |
6,484
| – | – | ﹤0.01% | 326 |
|
|
2014
Q2 | $130K | Hold |
6,484
| – | – | ﹤0.01% | 323 |
|
|
2014
Q1 | $114K | Hold |
6,484
| – | – | ﹤0.01% | 325 |
|
|
2013
Q4 | $117K | Hold |
6,484
| – | – | ﹤0.01% | 313 |
|
|
2013
Q3 | $125K | Hold |
6,484
| – | – | ﹤0.01% | 289 |
|
|
2013
Q2 | $124K | Buy |
+6,484
| New | +$121K | ﹤0.01% | 300 |
|
Loring Wolcott & Coolidge Fiduciary Advisors's MBRG Position: Q2 2017 in Review
Loring Wolcott & Coolidge Fiduciary Advisors sold out of Middleburg Financial Corp (MBRG) in Q2 2017, closing a stake of 6,484 shares — an estimated $260K sold.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MBRG in Q2 2013 and held it in 16 quarters. The position peaked at $260K in Q1 2017. 0 funds tracked by Wall St. Rank hold MBRG as of Q2 2017.
- Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Middleburg Financial Corp position as of Q2 2017 after selling out during the quarter.
- Loring Wolcott & Coolidge Fiduciary Advisors sold 6,484 Middleburg Financial Corp shares in Q2 2017, an estimated $260K.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Middleburg Financial Corp in Q2 2013 and held it in 16 quarters.
- Loring Wolcott & Coolidge Fiduciary Advisors's Middleburg Financial Corp position peaked at $260K in Q1 2017.
- 0 funds tracked by Wall St. Rank held Middleburg Financial Corp as of Q2 2017.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.