Constellation Wealth Advisors’s Norfolk Southern NSC Stock Holding History

Constellation Wealth 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
2015 Q3	$413K	Hold	5,400	–	–	0.05%	66
2015 Q2	$472K	Hold	5,400	–	–	0.04%	137
2015 Q1	$556K	Hold	5,400	–	–	0.05%	138
2014 Q4	$592K	Hold	5,400	–	–	0.05%	132
2014 Q3	$603K	Hold	5,400	–	–	0.06%	132
2014 Q2	$556K	Buy	+5,400	New	+$530K	0.06%	120

Other funds holding NSC

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

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

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

Constellation Wealth Advisors's NSC Position: Q3 2015 in Review

Constellation Wealth Advisors held its Norfolk Southern (NSC) position steady in Q3 2015 at 5,400 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #66.

Constellation Wealth Advisors first reported a position in NSC in Q2 2014 and has held it in 6 quarters since. The position peaked at $603K in Q3 2014. 910 funds tracked by Wall St. Rank hold NSC as of Q3 2015.

Constellation Wealth Advisors held 5,400 shares of Norfolk Southern worth $413K as of Q3 2015.
Constellation Wealth Advisors left its Norfolk Southern share count unchanged in Q3 2015.
Norfolk Southern made up 0.05% of Constellation Wealth Advisors's portfolio in Q3 2015, its #66 holding.
Constellation Wealth Advisors first reported a position in Norfolk Southern in Q2 2014 and has held it in 6 quarters since.
Constellation Wealth Advisors's Norfolk Southern position peaked at $603K in Q3 2014.
910 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.