Fiduciary Financial Services of The Southwest’s CSX Corp CSX Stock Holding History

Fiduciary Financial Services of The Southwest’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 Q1	–	Sell	-18,300	Closed	-$219K	–	144
2016 Q4	$219K	Sell	18,300 -6,180	-25%	-$69.3K	0.07%	143
2016 Q3	$249K	Sell	24,480 -3,000	-11%	-$28.4K	0.08%	143
2016 Q2	$239K	Sell	27,480 -2,295	-8%	-$20K	0.08%	140
2016 Q1	$256K	Hold	29,775	–	–	0.09%	134
2015 Q4	$258K	Sell	29,775 -3,000	-9%	-$27.2K	0.09%	132
2015 Q3	$294K	Hold	32,775	–	–	0.1%	130
2015 Q2	$357K	Sell	32,775 -3,750	-10%	-$43.5K	0.11%	134
2015 Q1	$403K	Hold	36,525	–	–	0.12%	128
2014 Q4	$441K	Hold	36,525	–	–	0.13%	122
2014 Q3	$390K	Sell	36,525 -300	-0.8%	-$3.09K	0.11%	131
2014 Q2	$378K	Sell	36,825 -300	-0.8%	-$2.92K	0.11%	132
2014 Q1	$359K	Hold	37,125	–	–	0.11%	132
2013 Q4	$356K	Hold	37,125	–	–	0.11%	128
2013 Q3	$319K	Hold	37,125	–	–	0.11%	128
2013 Q2	$287K	Buy	+37,125	New	+$304K	0.1%	134

Other funds holding CSX

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's CSX Position: Q1 2017 in Review

Fiduciary Financial Services of The Southwest sold out of CSX Corp (CSX) in Q1 2017, closing a stake of 18,300 shares — an estimated $219K sold.

Fiduciary Financial Services of The Southwest first reported a position in CSX in Q2 2013 and held it in 15 quarters. The position peaked at $441K in Q4 2014. 981 funds tracked by Wall St. Rank hold CSX as of Q1 2017.

Fiduciary Financial Services of The Southwest reported no remaining CSX Corp position as of Q1 2017 after selling out during the quarter.
Fiduciary Financial Services of The Southwest sold 18,300 CSX Corp shares in Q1 2017, an estimated $219K.
Fiduciary Financial Services of The Southwest first reported a position in CSX Corp in Q2 2013 and held it in 15 quarters.
Fiduciary Financial Services of The Southwest's CSX Corp position peaked at $441K in Q4 2014.
981 funds tracked by Wall St. Rank held CSX Corp as of Q1 2017.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q1 2017, filed 12 May 2017.