Gideon Capital Advisors’s CSX Corp CSX Stock Holding History

Gideon Capital 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
2019 Q4	–	Sell	-23,007	Closed	-$531K	–	288
2019 Q3	$531K	Sell	23,007 -27,237	-54%	-$634K	0.17%	176
2019 Q2	$1.3M	Buy	50,244 +19,029	+61%	+$490K	0.45%	76
2019 Q1	$779K	Sell	31,215 -3,699	-11%	-$85.6K	0.28%	93
2018 Q4	$723K	Buy	+34,914	New	+$803K	0.29%	100
2018 Q3	–	Sell	-48,657	Closed	-$1.03M	–	376
2018 Q2	$1.03M	Buy	+48,657	New	+$1M	0.52%	35
2016 Q3	–	Sell	-148,425	Closed	-$1.29M	–	202
2016 Q2	$1.29M	Buy	148,425 +93,519	+170%	+$814K	0.75%	40
2016 Q1	$471K	Buy	+54,906	New	+$445K	0.59%	73
2015 Q4	–	Sell	-124,383	Closed	-$1.11M	–	207
2015 Q3	$1.11M	Sell	124,383 -231,186	-65%	-$2.27M	0.65%	53
2015 Q2	$3.87M	Buy	+355,569	New	+$4.12M	1.6%	6
2015 Q1	–	Sell	-314,094	Closed	-$3.79M	–	239
2014 Q4	$3.79M	Buy	+314,094	New	+$3.68M	1.79%	7
2014 Q2	–	Sell	-146,817	Closed	-$1.42M	–	258
2014 Q1	$1.42M	Buy	146,817 +106,479	+264%	+$988K	0.79%	34
2013 Q4	$387K	Buy	+40,338	New	+$361K	0.23%	125

Other funds holding CSX

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Gideon Capital Advisors's CSX Position: Q4 2019 in Review

Gideon Capital Advisors sold out of CSX Corp (CSX) in Q4 2019, closing a stake of 23,007 shares — an estimated $531K sold.

Gideon Capital Advisors first reported a position in CSX in Q4 2013 and held it in 12 quarters. The position peaked at $3.87M in Q2 2015. 1,220 funds tracked by Wall St. Rank hold CSX as of Q4 2019.

Gideon Capital Advisors reported no remaining CSX Corp position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 23,007 CSX Corp shares in Q4 2019, an estimated $531K.
Gideon Capital Advisors first reported a position in CSX Corp in Q4 2013 and held it in 12 quarters.
Gideon Capital Advisors's CSX Corp position peaked at $3.87M in Q2 2015.
1,220 funds tracked by Wall St. Rank held CSX Corp as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.