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Summit Financial Wealth Advisors’s Norfolk Southern NSC Stock Holding History

Summit Financial Wealth Advisors’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
2015
Q4 		– Sell
-820
Closed -$62K – 187
2015
Q3 		$62K Sell
820
-235
-22% -$19.1K 0.04% 113
2015
Q2 		$92K Hold
1,055
– – 0.06% 110
2015
Q1 		$103K Hold
1,055
– – 0.07% 90
2014
Q4 		$116K Buy
+1,055
New +$116K 0.08% 85

Other funds holding NSC

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Summit Financial Wealth Advisors's NSC Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of Norfolk Southern (NSC) in Q4 2015, closing a stake of 820 shares — an estimated $62K sold.

Summit Financial Wealth Advisors first reported a position in NSC in Q4 2014 and held it in 4 quarters. The position peaked at $116K in Q4 2014. 941 funds tracked by Wall St. Rank hold NSC as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Norfolk Southern position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 820 Norfolk Southern shares in Q4 2015, an estimated $62K.
  • Summit Financial Wealth Advisors first reported a position in Norfolk Southern in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Norfolk Southern position peaked at $116K in Q4 2014.
  • 941 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.