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Independence Trust’s CSX Corp CSX Stock Holding History

Independence Trust’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
2015
Q4 		– Sell
-28,800
Closed -$258K – 74
2015
Q3 		$258K Buy
28,800
+4,500
+19% +$44.2K 0.26% 78
2015
Q2 		$264K Sell
24,300
-8,100
-25% -$93.9K 0.18% 91
2015
Q1 		$358K Buy
32,400
+3,750
+13% +$43.1K 0.23% 77
2014
Q4 		$346K Buy
28,650
+9,900
+53% +$116K 0.21% 84
2014
Q3 		$200K Buy
+18,750
New +$193K 0.13% 100

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Independence Trust's CSX Position: Q4 2015 in Review

Independence Trust sold out of CSX Corp (CSX) in Q4 2015, closing a stake of 28,800 shares — an estimated $258K sold.

Independence Trust first reported a position in CSX in Q3 2014 and held it in 5 quarters. The position peaked at $358K in Q1 2015. 831 funds tracked by Wall St. Rank hold CSX as of Q4 2015.

  • Independence Trust reported no remaining CSX Corp position as of Q4 2015 after selling out during the quarter.
  • Independence Trust sold 28,800 CSX Corp shares in Q4 2015, an estimated $258K.
  • Independence Trust first reported a position in CSX Corp in Q3 2014 and held it in 5 quarters.
  • Independence Trust's CSX Corp position peaked at $358K in Q1 2015.
  • 831 funds tracked by Wall St. Rank held CSX Corp as of Q4 2015.

Based on Independence Trust's 13F filing for Q4 2015, filed 29 Jan 2016.