Integrated Wealth Management (Palm Desert)’s CSX Corp CSX Stock Holding History

Integrated Wealth Management (Palm Desert)’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	–	Sell	-2,919	Closed	-$30K	–	382
2016 Q3	$30K	Sell	2,919 -957	-25%	-$9.05K	0.01%	515
2016 Q2	$34K	Buy	3,876 +969	+33%	+$8.44K	0.01%	480
2016 Q1	$25K	Buy	2,907 +3	+0.1%	+$24	0.01%	507
2015 Q4	$25K	Buy	2,904 +6	+0.2%	+$54	0.01%	532
2015 Q3	$26K	Buy	2,898 +6	+0.2%	+$59	0.01%	504
2015 Q2	$31K	Buy	2,892 +3	+0.1%	+$35	0.01%	483
2015 Q1	$31K	Buy	+2,889	New	+$33.2K	0.01%	464

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CSX Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of CSX Corp (CSX) in Q4 2016, closing a stake of 2,919 shares — an estimated $30K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CSX in Q1 2015 and held it in 7 quarters. The position peaked at $34K in Q2 2016. 926 funds tracked by Wall St. Rank hold CSX as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining CSX Corp position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 2,919 CSX Corp shares in Q4 2016, an estimated $30K.
Integrated Wealth Management (Palm Desert) first reported a position in CSX Corp in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s CSX Corp position peaked at $34K in Q2 2016.
926 funds tracked by Wall St. Rank held CSX Corp as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.