Shine Investment Advisory Services’s Salisbury Bancorp, Inc. SAL Stock Holding History

Shine Investment Advisory 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	–	Sell	-458	Closed	-$9K	–	778
2019 Q3	$9K	Hold	458	–	–	﹤0.01%	580
2019 Q2	$9K	Hold	458	–	–	﹤0.01%	562
2019 Q1	$9K	Hold	458	–	–	﹤0.01%	569
2018 Q4	$8K	Hold	458	–	–	﹤0.01%	559
2018 Q3	$10K	Buy	+458	New	+$9.8K	0.01%	527

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

Shine Investment Advisory Services's SAL Position: Q4 2019 in Review

Shine Investment Advisory Services sold out of Salisbury Bancorp, Inc. (SAL) in Q4 2019, closing a stake of 458 shares — an estimated $9K sold.

Shine Investment Advisory Services first reported a position in SAL in Q3 2018 and held it in 5 quarters. The position peaked at $10K in Q3 2018. 37 funds tracked by Wall St. Rank hold SAL as of Q4 2019.

Shine Investment Advisory Services reported no remaining Salisbury Bancorp, Inc. position as of Q4 2019 after selling out during the quarter.
Shine Investment Advisory Services sold 458 Salisbury Bancorp, Inc. shares in Q4 2019, an estimated $9K.
Shine Investment Advisory Services first reported a position in Salisbury Bancorp, Inc. in Q3 2018 and held it in 5 quarters.
Shine Investment Advisory Services's Salisbury Bancorp, Inc. position peaked at $10K in Q3 2018.
37 funds tracked by Wall St. Rank held Salisbury Bancorp, Inc. as of Q4 2019.

Based on Shine Investment Advisory Services's 13F filing for Q4 2019, filed 3 Feb 2020.