Bruderman Asset Management’s CSX Corp CSX Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-7,842	Closed	-$196K	–	212
2019 Q1	$196K	Hold	7,842	–	–	0.04%	132
2018 Q4	$162K	Buy	+7,842	New	+$180K	0.04%	131
2017 Q3	–	Sell	-6,900	Closed	-$125K	–	165
2017 Q2	$125K	Buy	+6,900	New	+$118K	0.03%	135
2017 Q1	–	Sell	-6,900	Closed	-$83K	–	164
2016 Q4	$83K	Sell	6,900 -2,067	-23%	-$23.2K	0.03%	164
2016 Q3	$91K	Buy	8,967 +15	+0.2%	+$142	0.03%	163
2016 Q2	$78K	Sell	8,952 -1,860	-17%	-$16.2K	0.02%	178
2016 Q1	$93K	Buy	10,812 +27	+0.3%	+$219	0.03%	154
2015 Q4	$93K	Buy	10,785 +27	+0.3%	+$245	0.04%	159
2015 Q3	$96K	Buy	10,758 +27	+0.3%	+$265	0.04%	153
2015 Q2	$117K	Buy	10,731 +18	+0.2%	+$209	0.04%	142
2015 Q1	$118K	Buy	+10,713	New	+$123K	0.05%	140

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bruderman Asset Management's CSX Position: Q2 2019 in Review

Bruderman Asset Management sold out of CSX Corp (CSX) in Q2 2019, closing a stake of 7,842 shares — an estimated $196K sold.

Bruderman Asset Management first reported a position in CSX in Q1 2015 and held it in 11 quarters. The position peaked at $196K in Q1 2019. 1,221 funds tracked by Wall St. Rank hold CSX as of Q2 2019.

Bruderman Asset Management reported no remaining CSX Corp position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 7,842 CSX Corp shares in Q2 2019, an estimated $196K.
Bruderman Asset Management first reported a position in CSX Corp in Q1 2015 and held it in 11 quarters.
Bruderman Asset Management's CSX Corp position peaked at $196K in Q1 2019.
1,221 funds tracked by Wall St. Rank held CSX Corp as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.