Investors Capital Advisory Services’s CSX Corp CSX Stock Holding History

Investors Capital Advisory Services’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 Q2	$385K	Buy	44,373 +9,372	+27%	+$81.6K	0.07%	348
2016 Q1	$300K	Sell	35,001 -8,829	-20%	-$71.6K	0.06%	416
2015 Q4	$379K	Sell	43,830 -2,256	-5%	-$20.5K	0.07%	371
2015 Q3	$413K	Buy	46,086 +3,282	+8%	+$32.2K	0.08%	339
2015 Q2	$465K	Buy	42,804 +2,208	+5%	+$25.6K	0.09%	338
2015 Q1	$448K	Buy	40,596 +27	+0.1%	+$310	0.08%	339
2014 Q4	$489K	Sell	40,569 -3,351	-8%	-$39.2K	0.09%	306
2014 Q3	$469K	Sell	43,920 -474	-1%	-$4.89K	0.09%	319
2014 Q2	$455K	Sell	44,394 -2,943	-6%	-$28.7K	0.07%	366
2014 Q1	$457K	Sell	47,337 -552	-1%	-$5.12K	0.1%	299
2013 Q4	$459K	Sell	47,889 -2,424	-5%	-$21.7K	0.11%	276
2013 Q3	$431K	Sell	50,313 -5,346	-10%	-$44.9K	0.11%	275
2013 Q2	$430K	Buy	+55,659	New	+$456K	0.13%	224

Other funds holding CSX

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Investors Capital Advisory Services's CSX Position: Q2 2016 in Review

Investors Capital Advisory Services increased its CSX Corp (CSX) stake by 27% in Q2 2016, buying an estimated $81.6K and bringing the position to 44,373 shares worth $385K. The position accounts for 0.07% of the portfolio, ranked #348.

Investors Capital Advisory Services first reported a position in CSX in Q2 2013 and has held it in 13 quarters since. The position peaked at $489K in Q4 2014. 820 funds tracked by Wall St. Rank hold CSX as of Q2 2016.

Investors Capital Advisory Services held 44,373 shares of CSX Corp worth $385K as of Q2 2016.
Investors Capital Advisory Services bought 9,372 CSX Corp shares in Q2 2016, an estimated $81.6K.
CSX Corp made up 0.07% of Investors Capital Advisory Services's portfolio in Q2 2016, its #348 holding.
Investors Capital Advisory Services first reported a position in CSX Corp in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's CSX Corp position peaked at $489K in Q4 2014.
820 funds tracked by Wall St. Rank held CSX Corp as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.