Ladenburg Thalmann Financial Services’s Salisbury Bancorp, Inc. SAL Stock Holding History

Ladenburg Thalmann Financial Services’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 Q4	$114K	Buy	4,976 +10	+0.2%	+$209	﹤0.01%	2916
2019 Q3	$99K	Sell	4,966 -192	-4%	-$3.68K	﹤0.01%	2943
2019 Q2	$101K	Buy	5,158 +10	+0.2%	+$198	﹤0.01%	2964
2019 Q1	$106K	Sell	5,148 -1,278	-20%	-$26.3K	﹤0.01%	2844
2018 Q4	$116K	Buy	6,426 +10	+0.2%	+$197	﹤0.01%	2655
2018 Q3	$138K	Buy	6,416 +10	+0.2%	+$214	﹤0.01%	2596
2018 Q2	$144K	Hold	6,406	–	–	﹤0.01%	2485
2018 Q1	$144K	Buy	+6,406	New	+$148K	﹤0.01%	2485

Other funds holding SAL

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

EVC

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

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

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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 $79.5B AUM 27.1% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SAL Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Salisbury Bancorp, Inc. (SAL) stake by 0.2% in Q4 2019, buying an estimated $209 and bringing the position to 4,976 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #2916.

Ladenburg Thalmann Financial Services first reported a position in SAL in Q1 2018 and has held it in 8 quarters since. The position peaked at $144K in Q2 2018. 37 funds tracked by Wall St. Rank hold SAL as of Q4 2019.

Ladenburg Thalmann Financial Services held 4,976 shares of Salisbury Bancorp, Inc. worth $114K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 10 Salisbury Bancorp, Inc. shares in Q4 2019, an estimated $209.
Salisbury Bancorp, Inc. made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2916 holding.
Ladenburg Thalmann Financial Services first reported a position in Salisbury Bancorp, Inc. in Q1 2018 and has held it in 8 quarters since.
Ladenburg Thalmann Financial Services's Salisbury Bancorp, Inc. position peaked at $144K in Q2 2018.
37 funds tracked by Wall St. Rank held Salisbury Bancorp, Inc. as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.