NFG
SAL

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

Next Financial 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
2017
Q4 		– Sell
-1,200
Closed -$27K – 1516
2017
Q3 		$27K Hold
1,200
– – 0.01% 886
2017
Q2 		$25K Hold
1,200
– – 0.01% 1003
2017
Q1 		$23K Hold
1,200
– – 0.01% 1007
2016
Q4 		$23K Buy
+1,200
New +$20.3K ﹤0.01% 1326

Other funds holding SAL

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.62B AUM 47.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Next Financial Group's SAL Position: Q4 2017 in Review

Next Financial Group sold out of Salisbury Bancorp, Inc. (SAL) in Q4 2017, closing a stake of 1,200 shares — an estimated $27K sold.

Next Financial Group first reported a position in SAL in Q4 2016 and held it in 4 quarters. The position peaked at $27K in Q3 2017. 25 funds tracked by Wall St. Rank hold SAL as of Q4 2017.

  • Next Financial Group reported no remaining Salisbury Bancorp, Inc. position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 1,200 Salisbury Bancorp, Inc. shares in Q4 2017, an estimated $27K.
  • Next Financial Group first reported a position in Salisbury Bancorp, Inc. in Q4 2016 and held it in 4 quarters.
  • Next Financial Group's Salisbury Bancorp, Inc. position peaked at $27K in Q3 2017.
  • 25 funds tracked by Wall St. Rank held Salisbury Bancorp, Inc. as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.