Genovese Burford & Brothers Wealth & Retirement Plan Management’s CSX Corp CSX Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018 Q3	–	Sell	-3,219	Closed	-$68K	–	146
2018 Q2	$68K	Buy	3,219 +9	+0.3%	+$185	0.02%	146
2018 Q1	$60K	Buy	+3,210	New	+$60K	0.02%	157
2017 Q4	–	Sell	-3,186	Closed	-$57K	–	290
2017 Q3	$57K	Buy	3,186 +12	+0.4%	+$206	0.02%	135
2017 Q2	$57K	Buy	3,174 +12	+0.4%	+$206	0.02%	135
2017 Q1	$50K	Buy	3,162 +12	+0.4%	+$183	0.02%	146
2016 Q4	$38K	Buy	+3,150	New	+$35.3K	0.01%	186

Other funds holding CSX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MRL

Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's CSX Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of CSX Corp (CSX) in Q3 2018, closing a stake of 3,219 shares — an estimated $68K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in CSX in Q4 2016 and held it in 6 quarters. The position peaked at $68K in Q2 2018. 1,163 funds tracked by Wall St. Rank hold CSX as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining CSX Corp position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 3,219 CSX Corp shares in Q3 2018, an estimated $68K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in CSX Corp in Q4 2016 and held it in 6 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's CSX Corp position peaked at $68K in Q2 2018.
1,163 funds tracked by Wall St. Rank held CSX Corp as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.