LBA Wealth Management’s Norfolk Southern NSC Stock Holding History

LBA 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 Q1	$352K	Sell	3,139 -145	-4%	-$17K	0.19%	82
2016 Q4	$355K	Buy	3,284 +50	+2%	+$5.05K	0.19%	79
2016 Q3	$314K	Hold	3,234	–	–	0.18%	91
2016 Q2	$275K	Buy	3,234 +50	+2%	+$4.25K	0.15%	93
2016 Q1	$265K	Sell	3,184 -185	-5%	-$14K	0.15%	99
2015 Q4	$285K	Sell	3,369 -150	-4%	-$12.8K	0.16%	98
2015 Q3	$269K	Buy	3,519 +234	+7%	+$19K	0.17%	92
2015 Q2	$287K	Hold	3,285	–	–	0.18%	90
2015 Q1	$338K	Buy	3,285 +105	+3%	+$11.2K	0.21%	82
2014 Q4	$349K	Sell	3,180 -416	-12%	-$45.6K	0.23%	61
2014 Q3	$401K	Buy	3,596 +316	+10%	+$33.5K	0.28%	52
2014 Q2	$338K	Sell	3,280 -200	-6%	-$19.6K	0.28%	59
2014 Q1	$338K	Sell	3,480 -110	-3%	-$10.2K	0.28%	60
2013 Q4	$333K	Buy	+3,590	New	+$308K	0.27%	59

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LBA Wealth Management's NSC Position: Q1 2017 in Review

LBA Wealth Management reduced its Norfolk Southern (NSC) stake by 4.4% in Q1 2017, selling an estimated $17K and leaving 3,139 shares worth $352K. The position accounts for 0.19% of the portfolio, ranked #82.

LBA Wealth Management first reported a position in NSC in Q4 2013 and has held it in 14 quarters since. The position peaked at $401K in Q3 2014. 1,033 funds tracked by Wall St. Rank hold NSC as of Q1 2017.

LBA Wealth Management held 3,139 shares of Norfolk Southern worth $352K as of Q1 2017.
LBA Wealth Management sold 145 Norfolk Southern shares in Q1 2017, an estimated $17K.
Norfolk Southern made up 0.19% of LBA Wealth Management's portfolio in Q1 2017, its #82 holding.
LBA Wealth Management first reported a position in Norfolk Southern in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's Norfolk Southern position peaked at $401K in Q3 2014.
1,033 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.