EWM
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Elite Wealth Management’s CSX Corp CSX Stock Holding History

Elite 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
2014
Q1 		– Sell
-1,200
Closed -$12K – 399
2013
Q4 		$12K Hold
1,200
– – 0.01% 337
2013
Q3 		$10K Buy
+1,200
New +$10.1K 0.01% 305

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elite Wealth Management's CSX Position: Q1 2014 in Review

Elite Wealth Management sold out of CSX Corp (CSX) in Q1 2014, closing a stake of 1,200 shares — an estimated $12K sold.

Elite Wealth Management first reported a position in CSX in Q3 2013 and held it in 2 quarters. The position peaked at $12K in Q4 2013. 813 funds tracked by Wall St. Rank hold CSX as of Q1 2014.

  • Elite Wealth Management reported no remaining CSX Corp position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 1,200 CSX Corp shares in Q1 2014, an estimated $12K.
  • Elite Wealth Management first reported a position in CSX Corp in Q3 2013 and held it in 2 quarters.
  • Elite Wealth Management's CSX Corp position peaked at $12K in Q4 2013.
  • 813 funds tracked by Wall St. Rank held CSX Corp as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.