KF
SAL

Krilogy Financial’s Salisbury Bancorp, Inc. SAL Stock Holding History

Krilogy Financial’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
2017
Q4 		– Sell
-12,000
Closed -$279K – 854
2017
Q3 		$279K Hold
12,000
– – 0.07% 129
2017
Q2 		$246K Hold
12,000
– – 0.07% 122
2017
Q1 		$225K Hold
12,000
– – 0.07% 117
2016
Q4 		$225K Hold
12,000
– – 0.07% 117
2016
Q3 		$186K Hold
12,000
– – 0.06% 131
2016
Q2 		$179K Hold
12,000
– – 0.06% 131
2016
Q1 		$191K Buy
+12,000
New +$194K 0.08% 108

Other funds holding SAL

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $135M AUM 15.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.37B AUM 28.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return