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Lodestar Investment Counsel’s CSX Corp CSX Stock Holding History

Lodestar Investment Counsel’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
-518,238
Closed -$6.21M – 162
2016
Q4 		$6.21M Sell
518,238
-9,690
-2% -$109K 0.84% 50
2016
Q3 		$5.37M Sell
527,928
-11,607
-2% -$110K 0.74% 53
2016
Q2 		$4.69M Sell
539,535
-10,725
-2% -$93.4K 0.67% 52
2016
Q1 		$4.72M Sell
550,260
-17,331
-3% -$141K 0.68% 54
2015
Q4 		$4.91M Sell
567,591
-10,938
-2% -$99.3K 0.78% 53
2015
Q3 		$5.19M Buy
578,529
+16,782
+3% +$165K 0.87% 49
2015
Q2 		$6.11M Buy
561,747
+6,624
+1% +$76.8K 0.96% 47
2015
Q1 		$6.13M Buy
+555,123
New +$6.38M 0.95% 46

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

Lodestar Investment Counsel's CSX Position: Q1 2017 in Review

Lodestar Investment Counsel sold out of CSX Corp (CSX) in Q1 2017, closing a stake of 518,238 shares — an estimated $6.21M sold.

Lodestar Investment Counsel first reported a position in CSX in Q1 2015 and held it in 8 quarters. The position peaked at $6.21M in Q4 2016. 980 funds tracked by Wall St. Rank hold CSX as of Q1 2017.

  • Lodestar Investment Counsel reported no remaining CSX Corp position as of Q1 2017 after selling out during the quarter.
  • Lodestar Investment Counsel sold 518,238 CSX Corp shares in Q1 2017, an estimated $6.21M.
  • Lodestar Investment Counsel first reported a position in CSX Corp in Q1 2015 and held it in 8 quarters.
  • Lodestar Investment Counsel's CSX Corp position peaked at $6.21M in Q4 2016.
  • 980 funds tracked by Wall St. Rank held CSX Corp as of Q1 2017.

Based on Lodestar Investment Counsel's 13F filing for Q1 2017, filed 18 Apr 2017.