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BKS Advisors’s CSX Corp CSX Stock Holding History

BKS 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
2019
Q1 		$1.02M Buy
+40,875
New +$946K 0.41% 70
2017
Q3 		– Sell
-12,171
Closed -$221K – 214
2017
Q2 		$221K Buy
+12,171
New +$209K 0.09% 181

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 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
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 $9.01B AUM 30.26% 1-Year Est. Return

BKS Advisors's CSX Position: Q1 2019 in Review

BKS Advisors opened a new position in CSX Corp (CSX) in Q1 2019: 40,875 shares worth $1.02M. The stake represents 0.41% of the portfolio and ranks #70 among its holdings. This is a return to the name: BKS Advisors previously reported a position in CSX as recently as Q2 2017.

BKS Advisors first reported a position in CSX in Q2 2017 and has held it in 2 quarters since. 1,191 funds tracked by Wall St. Rank hold CSX as of Q1 2019.

  • BKS Advisors held 40,875 shares of CSX Corp worth $1.02M as of Q1 2019.
  • CSX Corp was a new BKS Advisors position in Q1 2019.
  • CSX Corp made up 0.41% of BKS Advisors's portfolio in Q1 2019, its #70 holding.
  • BKS Advisors first reported a position in CSX Corp in Q2 2017 and has held it in 2 quarters since.
  • 1,191 funds tracked by Wall St. Rank held CSX Corp as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.