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KLCM Advisors’s CSX Corp CSX Stock Holding History

KLCM 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
Q1 		– Sell
-1,044,792
Closed -$12.5M – 82
2016
Q4 		$12.5M Sell
1,044,792
-44,661
-4% -$501K 3.68% 9
2016
Q3 		$11.1M Sell
1,089,453
-35,928
-3% -$340K 3.53% 13
2016
Q2 		$9.78M Buy
1,125,381
+38,115
+4% +$332K 3.38% 15
2016
Q1 		$9.33M Buy
1,087,266
+15,816
+1% +$128K 3.24% 16
2015
Q4 		$9.27M Buy
1,071,450
+1,041,450
+3,472% +$9.46M 3.35% 14
2015
Q3 		$269K Sell
30,000
-7,149
-19% -$70.1K 0.1% 55
2015
Q2 		$404K Buy
+37,149
New +$431K 0.1% 60
2014
Q3 		– Sell
-32,700
Closed -$336K – 74
2014
Q2 		$336K Hold
32,700
– – 0.08% 53
2014
Q1 		$316K Hold
32,700
– – 0.08% 54
2013
Q4 		$314K Sell
32,700
-3,000
-8% -$26.9K 0.09% 59
2013
Q3 		$306K Buy
+35,700
New +$300K 0.09% 56

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KLCM Advisors's CSX Position: Q1 2017 in Review

KLCM Advisors sold out of CSX Corp (CSX) in Q1 2017, closing a stake of 1,044,792 shares — an estimated $12.5M sold.

KLCM Advisors first reported a position in CSX in Q3 2013 and held it in 11 quarters. The position peaked at $12.5M in Q4 2016. 980 funds tracked by Wall St. Rank hold CSX as of Q1 2017.

  • KLCM Advisors reported no remaining CSX Corp position as of Q1 2017 after selling out during the quarter.
  • KLCM Advisors sold 1,044,792 CSX Corp shares in Q1 2017, an estimated $12.5M.
  • KLCM Advisors first reported a position in CSX Corp in Q3 2013 and held it in 11 quarters.
  • KLCM Advisors's CSX Corp position peaked at $12.5M in Q4 2016.
  • 980 funds tracked by Wall St. Rank held CSX Corp as of Q1 2017.

Based on KLCM Advisors's 13F filing for Q1 2017, filed 9 May 2017.