Montgomery Investment Management’s Middleburg Financial Corp MBRG Stock Holding History

Montgomery Investment Management’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
2017 Q2	–	Sell	-33,978	Closed	-$1.36M	–	104
2017 Q1	$1.36M	Hold	33,978	–	–	0.59%	38
2016 Q4	$1.18M	Sell	33,978 -901	-3%	-$29.1K	0.51%	47
2016 Q3	$986K	Buy	34,879 +4	+0%	+$112	0.46%	48
2016 Q2	$949K	Buy	+34,875	New	+$925K	0.46%	44

Montgomery Investment Management's MBRG Position: Q2 2017 in Review

Montgomery Investment Management sold out of Middleburg Financial Corp (MBRG) in Q2 2017, closing a stake of 33,978 shares — an estimated $1.36M sold.

Montgomery Investment Management first reported a position in MBRG in Q2 2016 and held it in 4 quarters. The position peaked at $1.36M in Q1 2017. 0 funds tracked by Wall St. Rank hold MBRG as of Q2 2017.

Montgomery Investment Management reported no remaining Middleburg Financial Corp position as of Q2 2017 after selling out during the quarter.
Montgomery Investment Management sold 33,978 Middleburg Financial Corp shares in Q2 2017, an estimated $1.36M.
Montgomery Investment Management first reported a position in Middleburg Financial Corp in Q2 2016 and held it in 4 quarters.
Montgomery Investment Management's Middleburg Financial Corp position peaked at $1.36M in Q1 2017.
0 funds tracked by Wall St. Rank held Middleburg Financial Corp as of Q2 2017.

Based on Montgomery Investment Management's 13F filing for Q2 2017, filed 1 Aug 2017.