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Gary Goldberg Planning Services’s Norfolk Southern NSC Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$64K Hold
583
– – 0.03% 191
2014
Q3 		$65K Buy
+583
New +$61.8K 0.03% 189

Other funds holding NSC

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Gary Goldberg Planning Services's NSC Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Norfolk Southern (NSC) position steady in Q4 2014 at 583 shares worth $64K. The position accounts for 0.03% of the portfolio, ranked #191.

Gary Goldberg Planning Services first reported a position in NSC in Q3 2014 and has held it in 2 quarters since. The position peaked at $65K in Q3 2014. 1,051 funds tracked by Wall St. Rank hold NSC as of Q4 2014.

  • Gary Goldberg Planning Services held 583 shares of Norfolk Southern worth $64K as of Q4 2014.
  • Gary Goldberg Planning Services left its Norfolk Southern share count unchanged in Q4 2014.
  • Norfolk Southern made up 0.03% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #191 holding.
  • Gary Goldberg Planning Services first reported a position in Norfolk Southern in Q3 2014 and has held it in 2 quarters since.
  • Gary Goldberg Planning Services's Norfolk Southern position peaked at $65K in Q3 2014.
  • 1,051 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.