J.P. Turner & Co Capital Management’s CSX Corp CSX Stock Holding History

J.P. Turner & Co Capital Management’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
2015 Q3	$393K	Sell	44,250 -10,710	-19%	-$105K	0.41%	82
2015 Q2	$604K	Buy	54,960 +12,405	+29%	+$144K	0.47%	68
2015 Q1	$470K	Buy	42,555 +6,330	+17%	+$72.8K	0.43%	74
2014 Q4	$437K	Buy	+36,225	New	+$424K	0.42%	78

Other funds holding CSX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

J.P. Turner & Co Capital Management's CSX Position: Q3 2015 in Review

J.P. Turner & Co Capital Management reduced its CSX Corp (CSX) stake by 19% in Q3 2015, selling an estimated $105K and leaving 44,250 shares worth $393K. The position accounts for 0.41% of the portfolio, ranked #82.

J.P. Turner & Co Capital Management first reported a position in CSX in Q4 2014 and has held it in 4 quarters since. The position peaked at $604K in Q2 2015. 829 funds tracked by Wall St. Rank hold CSX as of Q3 2015.

J.P. Turner & Co Capital Management held 44,250 shares of CSX Corp worth $393K as of Q3 2015.
J.P. Turner & Co Capital Management sold 10,710 CSX Corp shares in Q3 2015, an estimated $105K.
CSX Corp made up 0.41% of J.P. Turner & Co Capital Management's portfolio in Q3 2015, its #82 holding.
J.P. Turner & Co Capital Management first reported a position in CSX Corp in Q4 2014 and has held it in 4 quarters since.
J.P. Turner & Co Capital Management's CSX Corp position peaked at $604K in Q2 2015.
829 funds tracked by Wall St. Rank held CSX Corp as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.