Advisor Group’s Salisbury Bancorp, Inc. SAL Stock Holding History

Advisor Group’s Portfolio SAL Stock Details SAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-250	Closed	-$5K	–	5412
2019 Q1	$5K	Hold	250	–	–	﹤0.01%	4721
2018 Q4	$5K	Hold	250	–	–	﹤0.01%	4550
2018 Q3	$5K	Buy	+250	New	+$5.35K	﹤0.01%	4619
2018 Q2	–	Sell	-26,602	Closed	-$599K	–	5083
2018 Q1	$599K	Buy	+26,602	New	+$614K	0.01%	1185
2017 Q4	–	Sell	-1,246	Closed	-$29K	–	5097
2017 Q3	$29K	Buy	+1,246	New	+$27.2K	﹤0.01%	3347

Other funds holding SAL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EVC

Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Advisor Group's SAL Position: Q2 2019 in Review

Advisor Group sold out of Salisbury Bancorp, Inc. (SAL) in Q2 2019, closing a stake of 250 shares — an estimated $5K sold.

Advisor Group first reported a position in SAL in Q3 2017 and held it in 5 quarters. The position peaked at $599K in Q1 2018. 25 funds tracked by Wall St. Rank hold SAL as of Q2 2019.

Advisor Group reported no remaining Salisbury Bancorp, Inc. position as of Q2 2019 after selling out during the quarter.
Advisor Group sold 250 Salisbury Bancorp, Inc. shares in Q2 2019, an estimated $5K.
Advisor Group first reported a position in Salisbury Bancorp, Inc. in Q3 2017 and held it in 5 quarters.
Advisor Group's Salisbury Bancorp, Inc. position peaked at $599K in Q1 2018.
25 funds tracked by Wall St. Rank held Salisbury Bancorp, Inc. as of Q2 2019.

Based on Advisor Group's 13F filing for Q2 2019, filed 31 Jul 2019.