OptiFour Integrated Wealth Management’s Norfolk Southern NSC Stock Holding History

OptiFour Integrated 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 Q4	$305K	Hold	1,571	–	–	0.21%	55
2019 Q3	$282K	Hold	1,571	–	–	0.2%	57
2019 Q2	$313K	Buy	1,571 +21	+1%	+$4.17K	0.22%	54
2019 Q1	$290K	Hold	1,550	–	–	0.24%	38
2018 Q4	$232K	Hold	1,550	–	–	0.21%	40
2018 Q3	$280K	Hold	1,550	–	–	0.23%	45
2018 Q2	$234K	Hold	1,550	–	–	0.2%	50
2018 Q1	$210K	Hold	1,550	–	–	0.18%	58
2017 Q4	$225K	Buy	+1,550	New	+$208K	0.19%	57

Other funds holding NSC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

OptiFour Integrated Wealth Management's NSC Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its Norfolk Southern (NSC) position steady in Q4 2019 at 1,571 shares worth $305K. The position accounts for 0.21% of the portfolio, ranked #55.

OptiFour Integrated Wealth Management first reported a position in NSC in Q4 2017 and has held it in 9 quarters since. The position peaked at $313K in Q2 2019. 1,358 funds tracked by Wall St. Rank hold NSC as of Q4 2019.

OptiFour Integrated Wealth Management held 1,571 shares of Norfolk Southern worth $305K as of Q4 2019.
OptiFour Integrated Wealth Management left its Norfolk Southern share count unchanged in Q4 2019.
Norfolk Southern made up 0.21% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #55 holding.
OptiFour Integrated Wealth Management first reported a position in Norfolk Southern in Q4 2017 and has held it in 9 quarters since.
OptiFour Integrated Wealth Management's Norfolk Southern position peaked at $313K in Q2 2019.
1,358 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.