Blue Bell Private Wealth Management’s Norfolk Southern NSC Stock Holding History

Blue Bell Private Wealth Management’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	-1,035	Closed	-$101K	–	356
2016 Q3	$101K	Hold	1,035	–	–	0.06%	137
2016 Q2	$89K	Hold	1,035	–	–	0.06%	148
2016 Q1	$86K	Hold	1,035	–	–	0.06%	161
2015 Q4	$88K	Hold	1,035	–	–	0.06%	159
2015 Q3	$79K	Hold	1,035	–	–	0.05%	164
2015 Q2	$90K	Hold	1,035	–	–	0.05%	151
2015 Q1	$106K	Hold	1,035	–	–	0.06%	137
2014 Q4	$113K	Hold	1,035	–	–	0.07%	143
2014 Q3	$116K	Hold	1,035	–	–	0.07%	145
2014 Q2	$107K	Hold	1,035	–	–	0.06%	141
2014 Q1	$101K	Hold	1,035	–	–	0.07%	123
2013 Q4	$96K	Buy	+1,035	New	+$88.8K	0.07%	127

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

Blue Bell Private Wealth Management's NSC Position: Q4 2016 in Review

Blue Bell Private Wealth Management sold out of Norfolk Southern (NSC) in Q4 2016, closing a stake of 1,035 shares — an estimated $101K sold.

Blue Bell Private Wealth Management first reported a position in NSC in Q4 2013 and held it in 12 quarters. The position peaked at $116K in Q3 2014. 1,019 funds tracked by Wall St. Rank hold NSC as of Q4 2016.

Blue Bell Private Wealth Management reported no remaining Norfolk Southern position as of Q4 2016 after selling out during the quarter.
Blue Bell Private Wealth Management sold 1,035 Norfolk Southern shares in Q4 2016, an estimated $101K.
Blue Bell Private Wealth Management first reported a position in Norfolk Southern in Q4 2013 and held it in 12 quarters.
Blue Bell Private Wealth Management's Norfolk Southern position peaked at $116K in Q3 2014.
1,019 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2016, filed 30 Jan 2017.