Destination Wealth Management’s CSX Corp CSX Stock Holding History

Destination 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
2019 Q3	–	Sell	-618	Closed	-$16K	–	215
2019 Q2	$16K	Sell	618 -813	-57%	-$20.9K	﹤0.01%	401
2019 Q1	$36K	Buy	+1,431	New	+$33.1K	﹤0.01%	311
2017 Q4	–	Sell	-45,495	Closed	-$823K	–	157
2017 Q3	$823K	Hold	45,495	–	–	0.05%	98
2017 Q2	$827K	Sell	45,495 -900	-2%	-$15.4K	0.06%	99
2017 Q1	$720K	Buy	46,395 +900	+2%	+$13.7K	0.05%	96
2016 Q4	$545K	Sell	45,495 -7,200	-14%	-$80.7K	0.04%	106
2016 Q3	$536K	Hold	52,695	–	–	0.04%	104
2016 Q2	$458K	Sell	52,695 -2,325	-4%	-$20.2K	0.04%	104
2016 Q1	$476K	Hold	55,020	–	–	0.05%	98
2015 Q4	$476K	Buy	55,020 +2,325	+4%	+$21.1K	0.05%	98
2015 Q3	$472K	Sell	52,695 -10,500	-17%	-$103K	0.05%	92
2015 Q2	$688K	Buy	63,195 +17,700	+39%	+$205K	0.05%	154
2015 Q1	$502K	Hold	45,495	–	–	0.05%	77
2014 Q4	$549K	Hold	45,495	–	–	0.06%	73
2014 Q3	$486K	Hold	45,495	–	–	0.05%	83
2014 Q2	$467K	Sell	45,495 -8,253	-15%	-$80.4K	0.05%	90
2014 Q1	$519K	Hold	53,748	–	–	0.06%	83
2013 Q4	$515K	Buy	53,748 +9,000	+20%	+$80.6K	0.05%	79
2013 Q3	$383K	Hold	44,748	–	–	0.04%	77
2013 Q2	$345K	Buy	+44,748	New	+$367K	0.04%	81

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

Destination Wealth Management's CSX Position: Q3 2019 in Review

Destination Wealth Management sold out of CSX Corp (CSX) in Q3 2019, closing a stake of 618 shares — an estimated $16K sold.

Destination Wealth Management first reported a position in CSX in Q2 2013 and held it in 20 quarters. The position peaked at $827K in Q2 2017. 1,112 funds tracked by Wall St. Rank hold CSX as of Q3 2019.

Destination Wealth Management reported no remaining CSX Corp position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 618 CSX Corp shares in Q3 2019, an estimated $16K.
Destination Wealth Management first reported a position in CSX Corp in Q2 2013 and held it in 20 quarters.
Destination Wealth Management's CSX Corp position peaked at $827K in Q2 2017.
1,112 funds tracked by Wall St. Rank held CSX Corp as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.