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Bellwether Investment Group’s CSX Corp CSX Stock Holding History

Bellwether Investment Group’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
-1,182
Closed -$18K – 191
2017
Q1 		$18K Sell
1,182
-51
-4% -$777 0.05% 335
2016
Q4 		$15K Buy
+1,233
New +$13.8K 0.01% 525
2016
Q2 		$11K Buy
+1,233
New +$10.7K 0.01% 394

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bellwether Investment Group's CSX Position: Q2 2017 in Review

Bellwether Investment Group sold out of CSX Corp (CSX) in Q2 2017, closing a stake of 1,182 shares — an estimated $18K sold.

Bellwether Investment Group first reported a position in CSX in Q2 2016 and held it in 3 quarters. The position peaked at $18K in Q1 2017. 992 funds tracked by Wall St. Rank hold CSX as of Q2 2017.

  • Bellwether Investment Group reported no remaining CSX Corp position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,182 CSX Corp shares in Q2 2017, an estimated $18K.
  • Bellwether Investment Group first reported a position in CSX Corp in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's CSX Corp position peaked at $18K in Q1 2017.
  • 992 funds tracked by Wall St. Rank held CSX Corp as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.