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Barton Investment Management’s CSX Corp CSX Stock Holding History

Barton Investment 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
2014
Q1 		– Sell
-21,600
Closed -$207K – 46
2013
Q4 		$207K Buy
+21,600
New +$194K 0.08% 49

Other funds holding CSX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Barton Investment Management's CSX Position: Q1 2014 in Review

Barton Investment Management sold out of CSX Corp (CSX) in Q1 2014, closing a stake of 21,600 shares — an estimated $207K sold.

Barton Investment Management first reported a position in CSX in Q4 2013 and held it in 1 quarter. The position peaked at $207K in Q4 2013. 813 funds tracked by Wall St. Rank hold CSX as of Q1 2014.

  • Barton Investment Management reported no remaining CSX Corp position as of Q1 2014 after selling out during the quarter.
  • Barton Investment Management sold 21,600 CSX Corp shares in Q1 2014, an estimated $207K.
  • Barton Investment Management first reported a position in CSX Corp in Q4 2013 and held it in 1 quarter.
  • Barton Investment Management's CSX Corp position peaked at $207K in Q4 2013.
  • 813 funds tracked by Wall St. Rank held CSX Corp as of Q1 2014.

Based on Barton Investment Management's 13F filing for Q1 2014, filed 8 May 2014.