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Gupta Wealth Management’s CSX Corp CSX Stock Holding History

Gupta Wealth 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
2016
Q1 		$1.67M Sell
194,946
-7,131
-4% -$57.8K 0.39% 63
2015
Q4 		$1.75M Sell
202,077
-21,942
-10% -$199K 0.44% 52
2015
Q3 		$2.01M Sell
224,019
-20,286
-8% -$199K 0.49% 51
2015
Q2 		$2.66M Sell
244,305
-10,095
-4% -$117K 0.65% 42
2015
Q1 		$2.81M Buy
+254,400
New +$2.93M 0.83% 29

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gupta Wealth Management's CSX Position: Q1 2016 in Review

Gupta Wealth Management reduced its CSX Corp (CSX) stake by 3.5% in Q1 2016, selling an estimated $57.8K and leaving 194,946 shares worth $1.67M. The position accounts for 0.39% of the portfolio, ranked #63.

Gupta Wealth Management first reported a position in CSX in Q1 2015 and has held it in 5 quarters since. The position peaked at $2.81M in Q1 2015. 822 funds tracked by Wall St. Rank hold CSX as of Q1 2016.

  • Gupta Wealth Management held 194,946 shares of CSX Corp worth $1.67M as of Q1 2016.
  • Gupta Wealth Management sold 7,131 CSX Corp shares in Q1 2016, an estimated $57.8K.
  • CSX Corp made up 0.39% of Gupta Wealth Management's portfolio in Q1 2016, its #63 holding.
  • Gupta Wealth Management first reported a position in CSX Corp in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's CSX Corp position peaked at $2.81M in Q1 2015.
  • 822 funds tracked by Wall St. Rank held CSX Corp as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.