Concert Wealth Management’s Norfolk Southern NSC Stock Holding History

Concert 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
2017 Q2	–	Sell	-2,711	Closed	-$295K	–	343
2017 Q1	$295K	Sell	2,711 -68	-2%	-$7.95K	0.07%	351
2016 Q4	$302K	Sell	2,779 -460	-14%	-$46.5K	0.07%	352
2016 Q3	$313K	Sell	3,239 -14	-0.4%	-$1.27K	0.04%	480
2016 Q2	$279K	Buy	3,253 +698	+27%	+$59.3K	0.04%	492
2016 Q1	$213K	Hold	2,555	–	–	0.03%	570
2015 Q4	$216K	Buy	+2,555	New	+$219K	0.03%	574
2015 Q3	–	Sell	-2,311	Closed	-$203K	–	725
2015 Q2	$203K	Buy	+2,311	New	+$225K	0.03%	632
2015 Q1	–	Sell	-2,867	Closed	-$314K	–	575
2014 Q4	$314K	Buy	2,867 +748	+35%	+$82K	0.05%	446
2014 Q3	$236K	Buy	+2,119	New	+$225K	0.03%	453

Other funds holding NSC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concert Wealth Management's NSC Position: Q2 2017 in Review

Concert Wealth Management sold out of Norfolk Southern (NSC) in Q2 2017, closing a stake of 2,711 shares — an estimated $295K sold.

Concert Wealth Management first reported a position in NSC in Q3 2014 and held it in 9 quarters. The position peaked at $314K in Q4 2014. 1,050 funds tracked by Wall St. Rank hold NSC as of Q2 2017.

Concert Wealth Management reported no remaining Norfolk Southern position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 2,711 Norfolk Southern shares in Q2 2017, an estimated $295K.
Concert Wealth Management first reported a position in Norfolk Southern in Q3 2014 and held it in 9 quarters.
Concert Wealth Management's Norfolk Southern position peaked at $314K in Q4 2014.
1,050 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.