Clear Perspective Advisors’s CSX Corp CSX Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-3,300	Closed	-$70K	–	198
2018 Q2	$70K	Hold	3,300	–	–	0.05%	223
2018 Q1	$61K	Hold	3,300	–	–	0.05%	227
2017 Q4	$61K	Hold	3,300	–	–	0.05%	222
2017 Q3	$60K	Hold	3,300	–	–	0.05%	218
2017 Q2	$60K	Hold	3,300	–	–	0.05%	204
2017 Q1	$51K	Sell	3,300 -1,350	-29%	-$20.6K	0.03%	211
2016 Q4	$56K	Buy	+4,650	New	+$52.1K	0.04%	196

Other funds holding CSX

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

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Clear Perspective Advisors's CSX Position: Q3 2018 in Review

Clear Perspective Advisors sold out of CSX Corp (CSX) in Q3 2018, closing a stake of 3,300 shares — an estimated $70K sold.

Clear Perspective Advisors first reported a position in CSX in Q4 2016 and held it in 7 quarters. The position peaked at $70K in Q2 2018. 1,162 funds tracked by Wall St. Rank hold CSX as of Q3 2018.

Clear Perspective Advisors reported no remaining CSX Corp position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 3,300 CSX Corp shares in Q3 2018, an estimated $70K.
Clear Perspective Advisors first reported a position in CSX Corp in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's CSX Corp position peaked at $70K in Q2 2018.
1,162 funds tracked by Wall St. Rank held CSX Corp as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.