Ancora Family Wealth Advisors’s CSX Corp CSX Stock Holding History

Ancora Family 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
2016 Q3	$2.15M	Sell	211,695 -2,082	-1%	-$19.7K	0.73%	41
2016 Q2	$1.86M	Sell	213,777 -25,530	-11%	-$222K	0.7%	43
2016 Q1	$2.05M	Sell	239,307 -8,577	-3%	-$69.6K	0.84%	36
2015 Q4	$2.14M	Sell	247,884 -1,785	-0.7%	-$16.2K	0.92%	31
2015 Q3	$2.24M	Buy	+249,669	New	+$2.45M	0.93%	30

Other funds holding CSX

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ancora Family Wealth Advisors's CSX Position: Q3 2016 in Review

Ancora Family Wealth Advisors reduced its CSX Corp (CSX) stake by 0.97% in Q3 2016, selling an estimated $19.7K and leaving 211,695 shares worth $2.15M. The position accounts for 0.73% of the portfolio, ranked #41.

Ancora Family Wealth Advisors first reported a position in CSX in Q3 2015 and has held it in 5 quarters since. The position peaked at $2.24M in Q3 2015. 829 funds tracked by Wall St. Rank hold CSX as of Q3 2016.

Ancora Family Wealth Advisors held 211,695 shares of CSX Corp worth $2.15M as of Q3 2016.
Ancora Family Wealth Advisors sold 2,082 CSX Corp shares in Q3 2016, an estimated $19.7K.
CSX Corp made up 0.73% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #41 holding.
Ancora Family Wealth Advisors first reported a position in CSX Corp in Q3 2015 and has held it in 5 quarters since.
Ancora Family Wealth Advisors's CSX Corp position peaked at $2.24M in Q3 2015.
829 funds tracked by Wall St. Rank held CSX Corp as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.