SWP
MBCN

Strategic Wealth Partners’s Middlefield Banc Corp MBCN Stock Holding History

Strategic Wealth Partners’s Portfolio MBCN Stock Details MBCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-300
Closed -$6K – 788
2019
Q1 		$6K Buy
+300
New +$6.41K ﹤0.01% 610

Other funds holding MBCN

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

Strategic Wealth Partners's MBCN Position: Q2 2019 in Review

Strategic Wealth Partners sold out of Middlefield Banc Corp (MBCN) in Q2 2019, closing a stake of 300 shares — an estimated $6K sold.

Strategic Wealth Partners first reported a position in MBCN in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 44 funds tracked by Wall St. Rank hold MBCN as of Q2 2019.

  • Strategic Wealth Partners reported no remaining Middlefield Banc Corp position as of Q2 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 300 Middlefield Banc Corp shares in Q2 2019, an estimated $6K.
  • Strategic Wealth Partners first reported a position in Middlefield Banc Corp in Q1 2019 and held it in 1 quarter.
  • Strategic Wealth Partners's Middlefield Banc Corp position peaked at $6K in Q1 2019.
  • 44 funds tracked by Wall St. Rank held Middlefield Banc Corp as of Q2 2019.

Based on Strategic Wealth Partners's 13F filing for Q2 2019, filed 6 Aug 2019.