Plante Moran Financial Advisors’s Middleburg Financial Corp MBRG Stock Holding History

Plante Moran Financial 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
2017 Q2	–	Sell	-300	Closed	-$12K	–	939
2017 Q1	$12K	Hold	300	–	–	0.01%	556
2016 Q4	$10K	Hold	300	–	–	0.01%	598
2016 Q3	$8K	Hold	300	–	–	0.01%	633
2016 Q2	$8K	Hold	300	–	–	0.01%	566
2016 Q1	$6K	Hold	300	–	–	﹤0.01%	569
2015 Q4	$6K	Hold	300	–	–	﹤0.01%	702
2015 Q3	$5K	Hold	300	–	–	﹤0.01%	597
2015 Q2	$5K	Hold	300	–	–	﹤0.01%	631
2015 Q1	$5K	Hold	300	–	–	﹤0.01%	624
2014 Q4	$5K	Hold	300	–	–	﹤0.01%	675
2014 Q3	$5K	Hold	300	–	–	﹤0.01%	689
2014 Q2	$6K	Buy	300 +100	+50%	+$1.82K	0.01%	653
2014 Q1	$4K	Hold	200	–	–	﹤0.01%	510
2013 Q4	$4K	Hold	200	–	–	﹤0.01%	577
2013 Q3	$4K	Hold	200	–	–	﹤0.01%	507
2013 Q2	$4K	Buy	+200	New	+$3.72K	﹤0.01%	490

Plante Moran Financial Advisors's MBRG Position: Q2 2017 in Review

Plante Moran Financial Advisors sold out of Middleburg Financial Corp (MBRG) in Q2 2017, closing a stake of 300 shares — an estimated $12K sold.

Plante Moran Financial Advisors first reported a position in MBRG in Q2 2013 and held it in 16 quarters. The position peaked at $12K in Q1 2017. 0 funds tracked by Wall St. Rank hold MBRG as of Q2 2017.

Plante Moran Financial Advisors reported no remaining Middleburg Financial Corp position as of Q2 2017 after selling out during the quarter.
Plante Moran Financial Advisors sold 300 Middleburg Financial Corp shares in Q2 2017, an estimated $12K.
Plante Moran Financial Advisors first reported a position in Middleburg Financial Corp in Q2 2013 and held it in 16 quarters.
Plante Moran Financial Advisors's Middleburg Financial Corp position peaked at $12K in Q1 2017.
0 funds tracked by Wall St. Rank held Middleburg Financial Corp as of Q2 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2017, filed 25 Jul 2017.