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Beach Investment Management’s CSX Corp CSX Stock Holding History

Beach 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
2018
Q4 		– Sell
-49,740
Closed -$1.23M – 36
2018
Q3 		$1.23M Buy
49,740
+8,820
+22% +$210K 1.91% 24
2018
Q2 		$870K Buy
40,920
+20,280
+98% +$418K 1.44% 27
2018
Q1 		$383K Buy
+20,640
New +$386K 0.62% 42

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
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Beach Investment Management's CSX Position: Q4 2018 in Review

Beach Investment Management sold out of CSX Corp (CSX) in Q4 2018, closing a stake of 49,740 shares — an estimated $1.23M sold.

Beach Investment Management first reported a position in CSX in Q1 2018 and held it in 3 quarters. The position peaked at $1.23M in Q3 2018. 1,182 funds tracked by Wall St. Rank hold CSX as of Q4 2018.

  • Beach Investment Management reported no remaining CSX Corp position as of Q4 2018 after selling out during the quarter.
  • Beach Investment Management sold 49,740 CSX Corp shares in Q4 2018, an estimated $1.23M.
  • Beach Investment Management first reported a position in CSX Corp in Q1 2018 and held it in 3 quarters.
  • Beach Investment Management's CSX Corp position peaked at $1.23M in Q3 2018.
  • 1,182 funds tracked by Wall St. Rank held CSX Corp as of Q4 2018.

Based on Beach Investment Management's 13F filing for Q4 2018, filed 1 Feb 2019.