MFS
SAL

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

MSI 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
2016
Q4 		$19K Hold
996
– – ﹤0.01% 2438
2016
Q3 		$15K Hold
996
– – ﹤0.01% 2572
2016
Q2 		$15K Hold
996
– – ﹤0.01% 2531
2016
Q1 		$16K Hold
996
– – ﹤0.01% 2461
2015
Q4 		$17K Buy
+996
New +$15.3K ﹤0.01% 2423

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 $136M AUM 15.11% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MSI Financial Services's SAL Position: Q4 2016 in Review

MSI Financial Services held its Salisbury Bancorp, Inc. (SAL) position steady in Q4 2016 at 996 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #2438.

MSI Financial Services first reported a position in SAL in Q4 2015 and has held it in 5 quarters since. 25 funds tracked by Wall St. Rank hold SAL as of Q4 2016.

  • MSI Financial Services held 996 shares of Salisbury Bancorp, Inc. worth $19K as of Q4 2016.
  • MSI Financial Services left its Salisbury Bancorp, Inc. share count unchanged in Q4 2016.
  • Salisbury Bancorp, Inc. made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2438 holding.
  • MSI Financial Services first reported a position in Salisbury Bancorp, Inc. in Q4 2015 and has held it in 5 quarters since.
  • 25 funds tracked by Wall St. Rank held Salisbury Bancorp, Inc. as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.