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Integrated Wealth Counsel’s CSX Corp CSX Stock Holding History

Integrated Wealth Counsel’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
Q4 		$216K Hold
18,000
– – 0.46% 30
2016
Q3 		$183K Buy
+18,000
New +$170K 0.39% 30
2014
Q2 		– Sell
-171
Closed -$2K – 102
2014
Q1 		$2K Hold
171
– – ﹤0.01% 153
2013
Q4 		$2K Hold
171
– – ﹤0.01% 180
2013
Q3 		$1.47K Buy
+171
New +$1.44K ﹤0.01% 188

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 $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Integrated Wealth Counsel's CSX Position: Q4 2016 in Review

Integrated Wealth Counsel held its CSX Corp (CSX) position steady in Q4 2016 at 18,000 shares worth $216K. The position accounts for 0.46% of the portfolio, ranked #30.

Integrated Wealth Counsel first reported a position in CSX in Q3 2013 and has held it in 5 quarters since. 925 funds tracked by Wall St. Rank hold CSX as of Q4 2016.

  • Integrated Wealth Counsel held 18,000 shares of CSX Corp worth $216K as of Q4 2016.
  • Integrated Wealth Counsel left its CSX Corp share count unchanged in Q4 2016.
  • CSX Corp made up 0.46% of Integrated Wealth Counsel's portfolio in Q4 2016, its #30 holding.
  • Integrated Wealth Counsel first reported a position in CSX Corp in Q3 2013 and has held it in 5 quarters since.
  • 925 funds tracked by Wall St. Rank held CSX Corp as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.