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Gary Goldberg Planning Services’s CSX Corp CSX Stock Holding History

Gary Goldberg Planning Services’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
Q4 		$129K Buy
10,695
+18
+0.2% +$211 0.05% 131
2014
Q3 		$114K Buy
10,677
+21
+0.2% +$217 0.05% 138
2014
Q2 		$109K Buy
10,656
+18
+0.2% +$175 0.05% 150
2014
Q1 		$103K Buy
10,638
+21
+0.2% +$195 0.05% 149
2013
Q4 		$102K Buy
10,617
+18
+0.2% +$161 0.06% 132
2013
Q3 		$91K Buy
10,599
+21
+0.2% +$176 0.06% 143
2013
Q2 		$82K Buy
+10,578
New +$86.7K 0.05% 135

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gary Goldberg Planning Services's CSX Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its CSX Corp (CSX) stake by 0.17% in Q4 2014, buying an estimated $211 and bringing the position to 10,695 shares worth $129K. The position accounts for 0.05% of the portfolio, ranked #131.

Gary Goldberg Planning Services first reported a position in CSX in Q2 2013 and has held it in 7 quarters since. 902 funds tracked by Wall St. Rank hold CSX as of Q4 2014.

  • Gary Goldberg Planning Services held 10,695 shares of CSX Corp worth $129K as of Q4 2014.
  • Gary Goldberg Planning Services bought 18 CSX Corp shares in Q4 2014, an estimated $211.
  • CSX Corp made up 0.05% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #131 holding.
  • Gary Goldberg Planning Services first reported a position in CSX Corp in Q2 2013 and has held it in 7 quarters since.
  • 902 funds tracked by Wall St. Rank held CSX Corp as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.