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Lake Point Wealth Management’s Norfolk Southern NSC Stock Holding History

Lake Point 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
2019
Q1 		– Sell
-1,571
Closed -$235K – 806
2018
Q4 		$235K Buy
+1,571
New +$258K 0.09% 126

Other funds holding NSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lake Point Wealth Management's NSC Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Norfolk Southern (NSC) in Q1 2019, closing a stake of 1,571 shares — an estimated $235K sold.

Lake Point Wealth Management first reported a position in NSC in Q4 2018 and held it in 1 quarter. The position peaked at $235K in Q4 2018. 1,313 funds tracked by Wall St. Rank hold NSC as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Norfolk Southern position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 1,571 Norfolk Southern shares in Q1 2019, an estimated $235K.
  • Lake Point Wealth Management first reported a position in Norfolk Southern in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Norfolk Southern position peaked at $235K in Q4 2018.
  • 1,313 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.