LBA Wealth Management’s CSX Corp CSX Stock Holding History

LBA 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
2017 Q1	$122K	Buy	7,857 +6,000	+323%	+$91.4K	0.06%	132
2016 Q4	$22K	Sell	1,857 -1,500	-45%	-$16.8K	0.01%	255
2016 Q3	$34K	Buy	3,357 +1,500	+81%	+$14.2K	0.02%	230
2016 Q2	$16K	Hold	1,857	–	–	0.01%	266
2016 Q1	$16K	Hold	1,857	–	–	0.01%	264
2015 Q4	$16K	Buy	1,857 +75	+4%	+$681	0.01%	267
2015 Q3	$16K	Hold	1,782	–	–	0.01%	242
2015 Q2	$19K	Hold	1,782	–	–	0.01%	210
2015 Q1	$20K	Hold	1,782	–	–	0.01%	206
2014 Q4	$22K	Hold	1,782	–	–	0.01%	202
2014 Q3	$19K	Hold	1,782	–	–	0.01%	239
2014 Q2	$18K	Hold	1,782	–	–	0.01%	188
2014 Q1	$17K	Buy	1,782 +882	+98%	+$8.18K	0.01%	184
2013 Q4	$9K	Buy	+900	New	+$8.06K	0.01%	211

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

LBA Wealth Management's CSX Position: Q1 2017 in Review

LBA Wealth Management increased its CSX Corp (CSX) stake by 323% in Q1 2017, buying an estimated $91.4K and bringing the position to 7,857 shares worth $122K. The position accounts for 0.06% of the portfolio, ranked #132.

LBA Wealth Management first reported a position in CSX in Q4 2013 and has held it in 14 quarters since. 980 funds tracked by Wall St. Rank hold CSX as of Q1 2017.

LBA Wealth Management held 7,857 shares of CSX Corp worth $122K as of Q1 2017.
LBA Wealth Management bought 6,000 CSX Corp shares in Q1 2017, an estimated $91.4K.
CSX Corp made up 0.06% of LBA Wealth Management's portfolio in Q1 2017, its #132 holding.
LBA Wealth Management first reported a position in CSX Corp in Q4 2013 and has held it in 14 quarters since.
980 funds tracked by Wall St. Rank held CSX Corp as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.