Fusion Family Wealth’s CSX Corp CSX Stock Holding History

Fusion Family Wealth’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	-507	Closed	-$6K	–	343
2016 Q4	$6K	Buy	+507	New	+$5.68K	﹤0.01%	288

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 $5.72T AUM 30.48% 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

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

Fusion Family Wealth's CSX Position: Q1 2017 in Review

Fusion Family Wealth sold out of CSX Corp (CSX) in Q1 2017, closing a stake of 507 shares — an estimated $6K sold.

Fusion Family Wealth first reported a position in CSX in Q4 2016 and held it in 1 quarter. The position peaked at $6K in Q4 2016. 980 funds tracked by Wall St. Rank hold CSX as of Q1 2017.

Fusion Family Wealth reported no remaining CSX Corp position as of Q1 2017 after selling out during the quarter.
Fusion Family Wealth sold 507 CSX Corp shares in Q1 2017, an estimated $6K.
Fusion Family Wealth first reported a position in CSX Corp in Q4 2016 and held it in 1 quarter.
Fusion Family Wealth's CSX Corp position peaked at $6K in Q4 2016.
980 funds tracked by Wall St. Rank held CSX Corp as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.