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Genesis Wealth Advisors’s CSX Corp CSX Stock Holding History

Genesis Wealth Advisors’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
Q2 		$11.5K Hold
1,059
– – 0.01% 335
2015
Q1 		$11.8K Hold
1,059
– – 0.01% 337
2014
Q4 		$12.4K Buy
+1,059
New +$12.4K 0.01% 358

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Genesis Wealth Advisors's CSX Position: Q2 2015 in Review

Genesis Wealth Advisors held its CSX Corp (CSX) position steady in Q2 2015 at 1,059 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #335.

Genesis Wealth Advisors first reported a position in CSX in Q4 2014 and has held it in 3 quarters since. The position peaked at $12.4K in Q4 2014. 870 funds tracked by Wall St. Rank hold CSX as of Q2 2015.

  • Genesis Wealth Advisors held 1,059 shares of CSX Corp worth $11.5K as of Q2 2015.
  • Genesis Wealth Advisors left its CSX Corp share count unchanged in Q2 2015.
  • CSX Corp made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #335 holding.
  • Genesis Wealth Advisors first reported a position in CSX Corp in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's CSX Corp position peaked at $12.4K in Q4 2014.
  • 870 funds tracked by Wall St. Rank held CSX Corp as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.