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Lau Associates’s CSX Corp CSX Stock Holding History

Lau Associates’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
2016
Q1 		– Sell
-39,150
Closed -$339K – 71
2015
Q4 		$339K Buy
39,150
+18,600
+91% +$169K 0.37% 55
2015
Q3 		$243K Hold
20,550
– – 0.29% 62
2015
Q2 		$224K Hold
20,550
– – 0.22% 62
2015
Q1 		$227K Sell
20,550
-2,250
-10% -$25.9K 0.22% 61
2014
Q4 		$275K Hold
22,800
– – 0.25% 62
2014
Q3 		$244K Hold
22,800
– – 0.22% 61
2014
Q2 		$234K Hold
22,800
– – 0.21% 61
2014
Q1 		$220K Sell
22,800
-3,000
-12% -$27.8K 0.2% 62
2013
Q4 		$247K Hold
25,800
– – 0.22% 62
2013
Q3 		$221K Buy
+25,800
New +$217K 0.18% 63

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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lau Associates's CSX Position: Q1 2016 in Review

Lau Associates sold out of CSX Corp (CSX) in Q1 2016, closing a stake of 39,150 shares — an estimated $339K sold.

Lau Associates first reported a position in CSX in Q3 2013 and held it in 10 quarters. The position peaked at $339K in Q4 2015. 821 funds tracked by Wall St. Rank hold CSX as of Q1 2016.

  • Lau Associates reported no remaining CSX Corp position as of Q1 2016 after selling out during the quarter.
  • Lau Associates sold 39,150 CSX Corp shares in Q1 2016, an estimated $339K.
  • Lau Associates first reported a position in CSX Corp in Q3 2013 and held it in 10 quarters.
  • Lau Associates's CSX Corp position peaked at $339K in Q4 2015.
  • 821 funds tracked by Wall St. Rank held CSX Corp as of Q1 2016.

Based on Lau Associates's 13F filing for Q1 2016, filed 11 Apr 2016.