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Advisory Research’s CSX Corp CSX Stock Holding History

Advisory Research’s Portfolio CSX Stock Details CSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-29,397
Closed -$252K – 256
2016
Q1 		$252K Sell
29,397
-865,023
-97% -$7.01M ﹤0.01% 243
2015
Q4 		$7.74M Sell
894,420
-471,567
-35% -$4.28M 0.12% 134
2015
Q3 		$12.2M Buy
1,365,987
+287,574
+27% +$2.82M 0.17% 132
2015
Q2 		$11.7M Sell
1,078,413
-88,623
-8% -$1.03M 0.13% 150
2015
Q1 		$12.9M Sell
1,167,036
-40,989
-3% -$471K 0.14% 136
2014
Q4 		$14.6M Sell
1,208,025
-398,352
-25% -$4.66M 0.15% 133
2014
Q3 		$17.2M Sell
1,606,377
-88,266
-5% -$910K 0.17% 122
2014
Q2 		$17.4M Sell
1,694,643
-71,628
-4% -$697K 0.16% 127
2014
Q1 		$17.1M Sell
1,766,271
-61,731
-3% -$573K 0.18% 130
2013
Q4 		$17.5M Buy
1,828,002
+2,784
+0.2% +$24.9K 0.18% 125
2013
Q3 		$15.7M Buy
1,825,218
+9,762
+0.5% +$81.9K 0.17% 131
2013
Q2 		$14M Buy
+1,815,456
New +$14.9M 0.16% 141

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Advisory Research's CSX Position: Q2 2016 in Review

Advisory Research sold out of CSX Corp (CSX) in Q2 2016, closing a stake of 29,397 shares — an estimated $252K sold.

Advisory Research first reported a position in CSX in Q2 2013 and held it in 12 quarters. The position peaked at $17.5M in Q4 2013. 820 funds tracked by Wall St. Rank hold CSX as of Q2 2016.

  • Advisory Research reported no remaining CSX Corp position as of Q2 2016 after selling out during the quarter.
  • Advisory Research sold 29,397 CSX Corp shares in Q2 2016, an estimated $252K.
  • Advisory Research first reported a position in CSX Corp in Q2 2013 and held it in 12 quarters.
  • Advisory Research's CSX Corp position peaked at $17.5M in Q4 2013.
  • 820 funds tracked by Wall St. Rank held CSX Corp as of Q2 2016.

Based on Advisory Research's 13F filing for Q2 2016, filed 16 Aug 2016.