DGI
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Disciplined Growth Investors’s CSX Corp CSX Stock Holding History

Disciplined Growth Investors’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
2015
Q3 		– Sell
-18,612
Closed -$203K – 92
2015
Q2 		$203K Hold
18,612
– – ﹤0.01% 91
2015
Q1 		$205K Hold
18,612
– – ﹤0.01% 91
2014
Q4 		$225K Buy
+18,612
New +$218K 0.01% 92

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Disciplined Growth Investors's CSX Position: Q3 2015 in Review

Disciplined Growth Investors sold out of CSX Corp (CSX) in Q3 2015, closing a stake of 18,612 shares — an estimated $203K sold.

Disciplined Growth Investors first reported a position in CSX in Q4 2014 and held it in 3 quarters. The position peaked at $225K in Q4 2014. 829 funds tracked by Wall St. Rank hold CSX as of Q3 2015.

  • Disciplined Growth Investors reported no remaining CSX Corp position as of Q3 2015 after selling out during the quarter.
  • Disciplined Growth Investors sold 18,612 CSX Corp shares in Q3 2015, an estimated $203K.
  • Disciplined Growth Investors first reported a position in CSX Corp in Q4 2014 and held it in 3 quarters.
  • Disciplined Growth Investors's CSX Corp position peaked at $225K in Q4 2014.
  • 829 funds tracked by Wall St. Rank held CSX Corp as of Q3 2015.

Based on Disciplined Growth Investors's 13F filing for Q3 2015, filed 16 Nov 2015.