AmeriServ Wealth Advisors’s CSX Corp CSX Stock Holding History

AmeriServ Wealth Advisors’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
2015 Q3	–	Sell	-46,914	Closed	-$510K	–	79
2015 Q2	$510K	Hold	46,914	–	–	0.59%	34
2015 Q1	$518K	Sell	46,914 -600	-1%	-$6.9K	0.6%	37
2014 Q4	$574K	Sell	47,514 -780	-2%	-$9.13K	0.56%	46
2014 Q3	$516K	Hold	48,294	–	–	0.89%	45
2014 Q2	$496K	Hold	48,294	–	–	0.53%	54
2014 Q1	$466K	Sell	48,294 -40,950	-46%	-$380K	0.47%	59
2013 Q4	$856K	Buy	89,244 +6,573	+8%	+$58.9K	0.51%	57
2013 Q3	$710K	Sell	82,671 -300	-0.4%	-$2.52K	0.45%	68
2013 Q2	$641K	Buy	+82,971	New	+$680K	0.41%	71

Other funds holding CSX

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AmeriServ Wealth Advisors's CSX Position: Q3 2015 in Review

AmeriServ Wealth Advisors sold out of CSX Corp (CSX) in Q3 2015, closing a stake of 46,914 shares — an estimated $510K sold.

AmeriServ Wealth Advisors first reported a position in CSX in Q2 2013 and held it in 9 quarters. The position peaked at $856K in Q4 2013. 829 funds tracked by Wall St. Rank hold CSX as of Q3 2015.

AmeriServ Wealth Advisors reported no remaining CSX Corp position as of Q3 2015 after selling out during the quarter.
AmeriServ Wealth Advisors sold 46,914 CSX Corp shares in Q3 2015, an estimated $510K.
AmeriServ Wealth Advisors first reported a position in CSX Corp in Q2 2013 and held it in 9 quarters.
AmeriServ Wealth Advisors's CSX Corp position peaked at $856K in Q4 2013.
829 funds tracked by Wall St. Rank held CSX Corp as of Q3 2015.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.