Kelman-Lazarov Inc’s CSX Corp CSX Stock Holding History

Kelman-Lazarov Inc’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 Q1	–	Sell	-4,008	Closed	-$48K	–	132
2016 Q4	$48K	Hold	4,008	–	–	0.03%	164
2016 Q3	$40.3K	Buy	+4,008	New	+$37.9K	0.02%	195

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 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

Kelman-Lazarov Inc's CSX Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of CSX Corp (CSX) in Q1 2017, closing a stake of 4,008 shares — an estimated $48K sold.

Kelman-Lazarov Inc first reported a position in CSX in Q3 2016 and held it in 2 quarters. The position peaked at $48K in Q4 2016. 980 funds tracked by Wall St. Rank hold CSX as of Q1 2017.

Kelman-Lazarov Inc reported no remaining CSX Corp position as of Q1 2017 after selling out during the quarter.
Kelman-Lazarov Inc sold 4,008 CSX Corp shares in Q1 2017, an estimated $48K.
Kelman-Lazarov Inc first reported a position in CSX Corp in Q3 2016 and held it in 2 quarters.
Kelman-Lazarov Inc's CSX Corp position peaked at $48K in Q4 2016.
980 funds tracked by Wall St. Rank held CSX Corp as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.