Hefty Wealth Partners’s Norfolk Southern NSC Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$64K	Hold	472	–	–	0.04%	128
2017 Q4	$68K	Hold	472	–	–	0.04%	125
2017 Q3	$62K	Hold	472	–	–	0.04%	123
2017 Q2	$57K	Hold	472	–	–	0.04%	121
2017 Q1	$52K	Hold	472	–	–	0.04%	126
2016 Q4	$51K	Hold	472	–	–	0.04%	120
2016 Q3	$45K	Buy	472 +436	+1,211%	+$39.7K	0.03%	135
2016 Q2	$3K	Hold	36	–	–	﹤0.01%	187
2016 Q1	$2K	Hold	36	–	–	﹤0.01%	209
2015 Q4	$3K	Buy	+36	New	+$3.08K	﹤0.01%	183

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Hefty Wealth Partners's NSC Position: Q1 2018 in Review

Hefty Wealth Partners held its Norfolk Southern (NSC) position steady in Q1 2018 at 472 shares worth $64K. The position accounts for 0.04% of the portfolio, ranked #128.

Hefty Wealth Partners first reported a position in NSC in Q4 2015 and has held it in 10 quarters since. The position peaked at $68K in Q4 2017. 1,165 funds tracked by Wall St. Rank hold NSC as of Q1 2018.

Hefty Wealth Partners held 472 shares of Norfolk Southern worth $64K as of Q1 2018.
Hefty Wealth Partners left its Norfolk Southern share count unchanged in Q1 2018.
Norfolk Southern made up 0.04% of Hefty Wealth Partners's portfolio in Q1 2018, its #128 holding.
Hefty Wealth Partners first reported a position in Norfolk Southern in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Norfolk Southern position peaked at $68K in Q4 2017.
1,165 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.