LI
CSX icon

Longer Investments’s CSX Corp CSX Stock Holding History

Longer Investments’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 		– Sell
-209,550
Closed -$2.15M – 39
2014
Q2 		$2.15M Buy
+209,550
New +$2.04M 1.63% 26
2014
Q1 		– Sell
-189,585
Closed -$1.82M – 42
2013
Q4 		$1.82M Buy
+189,585
New +$1.7M 1.42% 31

Other funds holding CSX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Longer Investments's CSX Position: Q3 2014 in Review

Longer Investments sold out of CSX Corp (CSX) in Q3 2014, closing a stake of 209,550 shares — an estimated $2.15M sold.

Longer Investments first reported a position in CSX in Q4 2013 and held it in 2 quarters. The position peaked at $2.15M in Q2 2014. 831 funds tracked by Wall St. Rank hold CSX as of Q3 2014.

  • Longer Investments reported no remaining CSX Corp position as of Q3 2014 after selling out during the quarter.
  • Longer Investments sold 209,550 CSX Corp shares in Q3 2014, an estimated $2.15M.
  • Longer Investments first reported a position in CSX Corp in Q4 2013 and held it in 2 quarters.
  • Longer Investments's CSX Corp position peaked at $2.15M in Q2 2014.
  • 831 funds tracked by Wall St. Rank held CSX Corp as of Q3 2014.

Based on Longer Investments's 13F filing for Q3 2014, filed 14 Oct 2014.