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Catamount Wealth Management’s CSX Corp CSX Stock Holding History

Catamount Wealth 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
Q2 		– Sell
-3
Closed – – 188
2018
Q1 		$0 Hold
3
– – ﹤0.01% 185
2017
Q4 		$0 Sell
3
-119,055
-100% -$2.11M ﹤0.01% 192
2017
Q3 		$2.15M Sell
119,058
-9,615
-7% -$165K 1.25% 23
2017
Q2 		$2.34M Buy
+128,673
New +$2.2M 1.42% 22

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
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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Catamount Wealth Management's CSX Position: Q2 2018 in Review

Catamount Wealth Management sold out of CSX Corp (CSX) in Q2 2018, closing a stake of 3 shares.

Catamount Wealth Management first reported a position in CSX in Q2 2017 and held it in 4 quarters. The position peaked at $2.34M in Q2 2017. 1,099 funds tracked by Wall St. Rank hold CSX as of Q2 2018.

  • Catamount Wealth Management reported no remaining CSX Corp position as of Q2 2018 after selling out during the quarter.
  • Catamount Wealth Management sold 3 CSX Corp shares in Q2 2018.
  • Catamount Wealth Management first reported a position in CSX Corp in Q2 2017 and held it in 4 quarters.
  • Catamount Wealth Management's CSX Corp position peaked at $2.34M in Q2 2017.
  • 1,099 funds tracked by Wall St. Rank held CSX Corp as of Q2 2018.

Based on Catamount Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.