KFS
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KMS Financial Services’s CSX Corp CSX Stock Holding History

KMS Financial 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
2014
Q3 		$570K Buy
53,310
+14,496
+37% +$149K 0.08% 232
2014
Q2 		$399K Buy
38,814
+5,241
+16% +$51K 0.06% 323
2014
Q1 		$324K Buy
33,573
+9,249
+38% +$85.8K 0.05% 355
2013
Q4 		$233K Buy
+24,324
New +$218K 0.04% 436

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KMS Financial Services's CSX Position: Q3 2014 in Review

KMS Financial Services increased its CSX Corp (CSX) stake by 37% in Q3 2014, buying an estimated $149K and bringing the position to 53,310 shares worth $570K. The position accounts for 0.08% of the portfolio, ranked #232.

KMS Financial Services first reported a position in CSX in Q4 2013 and has held it in 4 quarters since. 830 funds tracked by Wall St. Rank hold CSX as of Q3 2014.

  • KMS Financial Services held 53,310 shares of CSX Corp worth $570K as of Q3 2014.
  • KMS Financial Services bought 14,496 CSX Corp shares in Q3 2014, an estimated $149K.
  • CSX Corp made up 0.08% of KMS Financial Services's portfolio in Q3 2014, its #232 holding.
  • KMS Financial Services first reported a position in CSX Corp in Q4 2013 and has held it in 4 quarters since.
  • 830 funds tracked by Wall St. Rank held CSX Corp as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.