IWA
CSX icon

Intercontinental Wealth Advisors’s CSX Corp CSX Stock Holding History

Intercontinental Wealth 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
2017
Q3 		– Sell
-11,700
Closed -$213K – 135
2017
Q2 		$213K Buy
+11,700
New +$200K 0.14% 111

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Intercontinental Wealth Advisors's CSX Position: Q3 2017 in Review

Intercontinental Wealth Advisors sold out of CSX Corp (CSX) in Q3 2017, closing a stake of 11,700 shares — an estimated $213K sold.

Intercontinental Wealth Advisors first reported a position in CSX in Q2 2017 and held it in 1 quarter. The position peaked at $213K in Q2 2017. 972 funds tracked by Wall St. Rank hold CSX as of Q3 2017.

  • Intercontinental Wealth Advisors reported no remaining CSX Corp position as of Q3 2017 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 11,700 CSX Corp shares in Q3 2017, an estimated $213K.
  • Intercontinental Wealth Advisors first reported a position in CSX Corp in Q2 2017 and held it in 1 quarter.
  • Intercontinental Wealth Advisors's CSX Corp position peaked at $213K in Q2 2017.
  • 972 funds tracked by Wall St. Rank held CSX Corp as of Q3 2017.

Based on Intercontinental Wealth Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.