AWM
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Alterna Wealth Management’s CSX Corp CSX Stock Holding History

Alterna Wealth Management’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
2019
Q1 		– Sell
-20,211
Closed -$368K – 160
2018
Q4 		$368K Buy
+20,211
New +$465K 0.06% 215

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Alterna Wealth Management's CSX Position: Q1 2019 in Review

Alterna Wealth Management sold out of CSX Corp (CSX) in Q1 2019, closing a stake of 20,211 shares — an estimated $368K sold.

Alterna Wealth Management first reported a position in CSX in Q4 2018 and held it in 1 quarter. The position peaked at $368K in Q4 2018. 1,191 funds tracked by Wall St. Rank hold CSX as of Q1 2019.

  • Alterna Wealth Management reported no remaining CSX Corp position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 20,211 CSX Corp shares in Q1 2019, an estimated $368K.
  • Alterna Wealth Management first reported a position in CSX Corp in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's CSX Corp position peaked at $368K in Q4 2018.
  • 1,191 funds tracked by Wall St. Rank held CSX Corp as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.