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Hefty Wealth Partners’s CSX Corp CSX Stock Holding History

Hefty Wealth Partners’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
Q1 		$60K Hold
3,240
– – 0.04% 133
2017
Q4 		$59K Hold
3,240
– – 0.04% 133
2017
Q3 		$59K Buy
3,240
+30
+0.9% +$515 0.04% 125
2017
Q2 		$58K Sell
3,210
-6,225
-66% -$107K 0.04% 120
2017
Q1 		$146K Buy
+9,435
New +$144K 0.11% 87

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
BlackRock
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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Hefty Wealth Partners's CSX Position: Q1 2018 in Review

Hefty Wealth Partners held its CSX Corp (CSX) position steady in Q1 2018 at 3,240 shares worth $60K. The position accounts for 0.04% of the portfolio, ranked #133.

Hefty Wealth Partners first reported a position in CSX in Q1 2017 and has held it in 5 quarters since. The position peaked at $146K in Q1 2017. 1,039 funds tracked by Wall St. Rank hold CSX as of Q1 2018.

  • Hefty Wealth Partners held 3,240 shares of CSX Corp worth $60K as of Q1 2018.
  • Hefty Wealth Partners left its CSX Corp share count unchanged in Q1 2018.
  • CSX Corp made up 0.04% of Hefty Wealth Partners's portfolio in Q1 2018, its #133 holding.
  • Hefty Wealth Partners first reported a position in CSX Corp in Q1 2017 and has held it in 5 quarters since.
  • Hefty Wealth Partners's CSX Corp position peaked at $146K in Q1 2017.
  • 1,039 funds tracked by Wall St. Rank held CSX Corp as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.