WA
NSC icon

WFG Advisors’s Norfolk Southern NSC Stock Holding History

WFG 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
2017
Q2 		$303K Buy
2,488
+126
+5% +$14.8K 0.07% 285
2017
Q1 		$264K Sell
2,362
-238
-9% -$27.8K 0.07% 280
2016
Q4 		$281K Buy
2,600
+104
+4% +$10.5K 0.07% 293
2016
Q3 		$242K Sell
2,496
-68
-3% -$6.19K 0.06% 319
2016
Q2 		$218K Buy
2,564
+342
+15% +$29.1K 0.06% 315
2016
Q1 		$185K Buy
2,222
+30
+1% +$2.27K 0.05% 319
2015
Q4 		$185K Buy
2,192
+67
+3% +$5.74K 0.06% 306
2015
Q3 		$162K Buy
2,125
+145
+7% +$11.8K 0.05% 333
2015
Q2 		$173K Sell
1,980
-513
-21% -$50K 0.05% 382
2015
Q1 		$257K Sell
2,493
-3,414
-58% -$365K 0.07% 290
2014
Q4 		$647K Sell
5,907
-776
-12% -$85.1K 0.13% 177
2014
Q3 		$746K Buy
6,683
+166
+3% +$17.6K 0.14% 175
2014
Q2 		$671K Buy
6,517
+92
+1% +$9.03K 0.13% 196
2014
Q1 		$624K Buy
6,425
+120
+2% +$11.1K 0.13% 196
2013
Q4 		$585K Buy
6,305
+314
+5% +$26.9K 0.08% 279
2013
Q3 		$463K Buy
5,991
+24
+0.4% +$1.8K 0.07% 294
2013
Q2 		$433K Buy
+5,967
New +$456K 0.07% 289

Other funds holding NSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WFG Advisors's NSC Position: Q2 2017 in Review

WFG Advisors increased its Norfolk Southern (NSC) stake by 5.3% in Q2 2017, buying an estimated $14.8K and bringing the position to 2,488 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #285.

WFG Advisors first reported a position in NSC in Q2 2013 and has held it in 17 quarters since. The position peaked at $746K in Q3 2014. 1,050 funds tracked by Wall St. Rank hold NSC as of Q2 2017.

  • WFG Advisors held 2,488 shares of Norfolk Southern worth $303K as of Q2 2017.
  • WFG Advisors bought 126 Norfolk Southern shares in Q2 2017, an estimated $14.8K.
  • Norfolk Southern made up 0.07% of WFG Advisors's portfolio in Q2 2017, its #285 holding.
  • WFG Advisors first reported a position in Norfolk Southern in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Norfolk Southern position peaked at $746K in Q3 2014.
  • 1,050 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.