JWM
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Jacobus Wealth Management’s CSX Corp CSX Stock Holding History

Jacobus Wealth 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
2013
Q3 		– Sell
-15,285
Closed -$118K – 253
2013
Q2 		$118K Buy
+15,285
New +$125K 0.04% 215

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jacobus Wealth Management's CSX Position: Q3 2013 in Review

Jacobus Wealth Management sold out of CSX Corp (CSX) in Q3 2013, closing a stake of 15,285 shares — an estimated $118K sold.

Jacobus Wealth Management first reported a position in CSX in Q2 2013 and held it in 1 quarter. The position peaked at $118K in Q2 2013. 752 funds tracked by Wall St. Rank hold CSX as of Q3 2013.

  • Jacobus Wealth Management reported no remaining CSX Corp position as of Q3 2013 after selling out during the quarter.
  • Jacobus Wealth Management sold 15,285 CSX Corp shares in Q3 2013, an estimated $118K.
  • Jacobus Wealth Management first reported a position in CSX Corp in Q2 2013 and held it in 1 quarter.
  • Jacobus Wealth Management's CSX Corp position peaked at $118K in Q2 2013.
  • 752 funds tracked by Wall St. Rank held CSX Corp as of Q3 2013.

Based on Jacobus Wealth Management's 13F filing for Q3 2013, filed 4 Nov 2013.