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Aris Wealth Services’s Norfolk Southern NSC Stock Holding History

Aris Wealth Services’s Portfolio NSC Stock Details NSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$29K Sell
375
-1,000
-73% -$81.3K 0.06% 131
2015
Q2 		$120K Sell
1,375
-159
-10% -$15.5K 0.11% 133
2015
Q1 		$158K Buy
+1,534
New +$164K 0.15% 112
2014
Q1 		– Sell
-2,090
Closed -$194K – 99
2013
Q4 		$194K Buy
+2,090
New +$179K 0.33% 83

Other funds holding NSC

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Aris Wealth Services's NSC Position: Q3 2015 in Review

Aris Wealth Services reduced its Norfolk Southern (NSC) stake by 73% in Q3 2015, selling an estimated $81.3K and leaving 375 shares worth $29K. The position accounts for 0.06% of the portfolio, ranked #131.

Aris Wealth Services first reported a position in NSC in Q4 2013 and has held it in 4 quarters since. The position peaked at $194K in Q4 2013. 909 funds tracked by Wall St. Rank hold NSC as of Q3 2015.

  • Aris Wealth Services held 375 shares of Norfolk Southern worth $29K as of Q3 2015.
  • Aris Wealth Services sold 1,000 Norfolk Southern shares in Q3 2015, an estimated $81.3K.
  • Norfolk Southern made up 0.06% of Aris Wealth Services's portfolio in Q3 2015, its #131 holding.
  • Aris Wealth Services first reported a position in Norfolk Southern in Q4 2013 and has held it in 4 quarters since.
  • Aris Wealth Services's Norfolk Southern position peaked at $194K in Q4 2013.
  • 909 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.