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Interactive Financial Advisors’s CSX Corp CSX Stock Holding History

Interactive Financial Advisors’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
-300
Closed -$3K – 108
2016
Q3 		$3K Hold
300
– – ﹤0.01% 100
2016
Q2 		$3K Hold
300
– – ﹤0.01% 88
2016
Q1 		$3K Hold
300
– – ﹤0.01% 83
2015
Q4 		$3K Hold
300
– – ﹤0.01% 93
2015
Q3 		$3K Hold
300
– – ﹤0.01% 86
2015
Q2 		$3K Buy
+300
New +$3.48K ﹤0.01% 92

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 $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Interactive Financial Advisors's CSX Position: Q4 2016 in Review

Interactive Financial Advisors sold out of CSX Corp (CSX) in Q4 2016, closing a stake of 300 shares — an estimated $3K sold.

Interactive Financial Advisors first reported a position in CSX in Q2 2015 and held it in 6 quarters. The position peaked at $3K in Q3 2016. 924 funds tracked by Wall St. Rank hold CSX as of Q4 2016.

  • Interactive Financial Advisors reported no remaining CSX Corp position as of Q4 2016 after selling out during the quarter.
  • Interactive Financial Advisors sold 300 CSX Corp shares in Q4 2016, an estimated $3K.
  • Interactive Financial Advisors first reported a position in CSX Corp in Q2 2015 and held it in 6 quarters.
  • Interactive Financial Advisors's CSX Corp position peaked at $3K in Q3 2016.
  • 924 funds tracked by Wall St. Rank held CSX Corp as of Q4 2016.

Based on Interactive Financial Advisors's 13F filing for Q4 2016, filed 17 Jan 2017.