Hoertkorn Richard Charles’s CSX Corp CSX Stock Holding History

Hoertkorn Richard Charles’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
2017 Q1	–	Sell	-1,200	Closed	-$14K	–	88
2016 Q4	$14K	Hold	1,200	–	–	0.01%	81
2016 Q3	$12K	Hold	1,200	–	–	0.01%	81
2016 Q2	$10K	Hold	1,200	–	–	0.01%	86
2016 Q1	$10K	Hold	1,200	–	–	0.01%	85
2015 Q4	$10K	Hold	1,200	–	–	0.01%	90
2015 Q3	$11K	Hold	1,200	–	–	0.01%	88
2015 Q2	$13K	Hold	1,200	–	–	0.01%	82
2015 Q1	$13K	Hold	1,200	–	–	0.01%	84
2014 Q4	$14K	Hold	1,200	–	–	0.01%	86
2014 Q3	$13K	Buy	+1,200	New	+$12.4K	0.01%	82

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hoertkorn Richard Charles's CSX Position: Q1 2017 in Review

Hoertkorn Richard Charles sold out of CSX Corp (CSX) in Q1 2017, closing a stake of 1,200 shares — an estimated $14K sold.

Hoertkorn Richard Charles first reported a position in CSX in Q3 2014 and held it in 10 quarters. The position peaked at $14K in Q4 2016. 980 funds tracked by Wall St. Rank hold CSX as of Q1 2017.

Hoertkorn Richard Charles reported no remaining CSX Corp position as of Q1 2017 after selling out during the quarter.
Hoertkorn Richard Charles sold 1,200 CSX Corp shares in Q1 2017, an estimated $14K.
Hoertkorn Richard Charles first reported a position in CSX Corp in Q3 2014 and held it in 10 quarters.
Hoertkorn Richard Charles's CSX Corp position peaked at $14K in Q4 2016.
980 funds tracked by Wall St. Rank held CSX Corp as of Q1 2017.

Based on Hoertkorn Richard Charles's 13F filing for Q1 2017, filed 27 Apr 2017.