BKS Advisors’s Norfolk Southern NSC Stock Holding History

BKS Advisors’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
2016 Q4	–	Sell	-1,268	Closed	-$123K	–	223
2016 Q3	$123K	Buy	+1,268	New	+$115K	0.06%	206

Other funds holding NSC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BKS Advisors's NSC Position: Q4 2016 in Review

BKS Advisors sold out of Norfolk Southern (NSC) in Q4 2016, closing a stake of 1,268 shares — an estimated $123K sold.

BKS Advisors first reported a position in NSC in Q3 2016 and held it in 1 quarter. The position peaked at $123K in Q3 2016. 1,019 funds tracked by Wall St. Rank hold NSC as of Q4 2016.

BKS Advisors reported no remaining Norfolk Southern position as of Q4 2016 after selling out during the quarter.
BKS Advisors sold 1,268 Norfolk Southern shares in Q4 2016, an estimated $123K.
BKS Advisors first reported a position in Norfolk Southern in Q3 2016 and held it in 1 quarter.
BKS Advisors's Norfolk Southern position peaked at $123K in Q3 2016.
1,019 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2016.

Based on BKS Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.