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Independent Portfolio Consultants’s CSX Corp CSX Stock Holding History

Independent Portfolio Consultants’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
Q2 		$428K Sell
23,559
-11,190
-32% -$192K 0.18% 190
2017
Q1 		$539K Sell
34,749
-76,905
-69% -$1.17M 0.19% 200
2016
Q4 		$1.34M Sell
111,654
-7,452
-6% -$83.5K 0.44% 49
2016
Q3 		$1.21M Buy
119,106
+2,505
+2% +$23.7K 0.38% 66
2016
Q2 		$1.01M Sell
116,601
-55,836
-32% -$486K 0.32% 86
2016
Q1 		$1.48M Sell
172,437
-375
-0.2% -$3.04K 0.41% 64
2015
Q4 		$1.5M Sell
172,812
-68,610
-28% -$623K 0.44% 65
2015
Q3 		$2.17M Buy
241,422
+1,743
+0.7% +$17.1K 0.47% 62
2015
Q2 		$2.61M Sell
239,679
-6,876
-3% -$79.7K 0.52% 46
2015
Q1 		$2.72M Sell
246,555
-10,212
-4% -$117K 0.56% 44
2014
Q4 		$3.1M Buy
256,767
+109,488
+74% +$1.28M 0.62% 31
2014
Q3 		$1.57M Buy
147,279
+23,799
+19% +$245K 0.42% 49
2014
Q2 		$1.27M Sell
123,480
-3,606
-3% -$35.1K 0.35% 58
2014
Q1 		$1.23M Buy
127,086
+10,995
+9% +$102K 0.39% 58
2013
Q4 		$1.11M Buy
116,091
+1,422
+1% +$12.7K 0.39% 53
2013
Q3 		$984K Buy
114,669
+77,760
+211% +$653K 0.39% 55
2013
Q2 		$285K Buy
+36,909
New +$303K 0.13% 345

Other funds holding CSX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Portfolio Consultants's CSX Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its CSX Corp (CSX) stake by 32% in Q2 2017, selling an estimated $192K and leaving 23,559 shares worth $428K. The position accounts for 0.18% of the portfolio, ranked #190.

Independent Portfolio Consultants first reported a position in CSX in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.1M in Q4 2014. 993 funds tracked by Wall St. Rank hold CSX as of Q2 2017.

  • Independent Portfolio Consultants held 23,559 shares of CSX Corp worth $428K as of Q2 2017.
  • Independent Portfolio Consultants sold 11,190 CSX Corp shares in Q2 2017, an estimated $192K.
  • CSX Corp made up 0.18% of Independent Portfolio Consultants's portfolio in Q2 2017, its #190 holding.
  • Independent Portfolio Consultants first reported a position in CSX Corp in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's CSX Corp position peaked at $3.1M in Q4 2014.
  • 993 funds tracked by Wall St. Rank held CSX Corp as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.