Credential Securities’s CSX Corp CSX Stock Holding History

Credential Securities’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 Q4	–	Sell	-315	Closed	-$5.7K	–	256
2017 Q3	$5.7K	Hold	315	–	–	﹤0.01%	244
2017 Q2	$5.65K	Hold	315	–	–	﹤0.01%	237
2017 Q1	$4.89K	Hold	315	–	–	﹤0.01%	236
2016 Q4	$3.77K	Hold	315	–	–	﹤0.01%	242
2016 Q3	$3.2K	Hold	315	–	–	﹤0.01%	228
2016 Q2	$2.74K	Hold	315	–	–	﹤0.01%	212
2016 Q1	$2.7K	Sell	315 -61,860	-99%	-$502K	﹤0.01%	206
2015 Q4	$538K	Buy	62,175 +777	+1%	+$7.05K	0.35%	94
2015 Q3	$550K	Buy	61,398 +3,078	+5%	+$30.2K	0.38%	81
2015 Q2	$636K	Buy	58,320 +1,929	+3%	+$22.4K	0.4%	72
2015 Q1	$622K	Buy	56,391 +1,836	+3%	+$21.1K	0.4%	77
2014 Q4	$659K	Sell	54,555 -297	-0.5%	-$3.48K	0.43%	73
2014 Q3	$590K	Buy	54,852 +2,880	+6%	+$29.7K	0.4%	76
2014 Q2	$533K	Buy	51,972 +4,443	+9%	+$43.3K	0.35%	82
2014 Q1	$459K	Buy	+47,529	New	+$441K	0.34%	85

Other funds holding CSX

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

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

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

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

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 New York $131B AUM 28.36% 1-Year Est. Return

Credential Securities's CSX Position: Q4 2017 in Review

Credential Securities sold out of CSX Corp (CSX) in Q4 2017, closing a stake of 315 shares — an estimated $5.7K sold.

Credential Securities first reported a position in CSX in Q1 2014 and held it in 15 quarters. The position peaked at $659K in Q4 2014. 1,047 funds tracked by Wall St. Rank hold CSX as of Q4 2017.

Credential Securities reported no remaining CSX Corp position as of Q4 2017 after selling out during the quarter.
Credential Securities sold 315 CSX Corp shares in Q4 2017, an estimated $5.7K.
Credential Securities first reported a position in CSX Corp in Q1 2014 and held it in 15 quarters.
Credential Securities's CSX Corp position peaked at $659K in Q4 2014.
1,047 funds tracked by Wall St. Rank held CSX Corp as of Q4 2017.

Based on Credential Securities's 13F filing for Q4 2017, filed 21 Jul 2025.