Apriem Advisors’s CSX Corp CSX Stock Holding History

Apriem 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
2017 Q2	–	Sell	-150	Closed	-$2K	–	216
2017 Q1	$2K	Hold	150	–	–	﹤0.01%	583
2016 Q4	$2K	Hold	150	–	–	﹤0.01%	615
2016 Q3	$2K	Hold	150	–	–	﹤0.01%	538
2016 Q2	$1K	Hold	150	–	–	﹤0.01%	554
2016 Q1	$1K	Hold	150	–	–	﹤0.01%	551
2015 Q4	$1K	Hold	150	–	–	﹤0.01%	520
2015 Q3	$1K	Buy	+150	New	+$1.47K	﹤0.01%	493

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Apriem Advisors's CSX Position: Q2 2017 in Review

Apriem Advisors sold out of CSX Corp (CSX) in Q2 2017, closing a stake of 150 shares — an estimated $2K sold.

Apriem Advisors first reported a position in CSX in Q3 2015 and held it in 7 quarters. The position peaked at $2K in Q1 2017. 992 funds tracked by Wall St. Rank hold CSX as of Q2 2017.

Apriem Advisors reported no remaining CSX Corp position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 150 CSX Corp shares in Q2 2017, an estimated $2K.
Apriem Advisors first reported a position in CSX Corp in Q3 2015 and held it in 7 quarters.
Apriem Advisors's CSX Corp position peaked at $2K in Q1 2017.
992 funds tracked by Wall St. Rank held CSX Corp as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.