Lucas Capital Management’s CSX Corp CSX Stock Holding History

Lucas Capital 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
2018 Q3	–	Sell	-9,900	Closed	-$210K	–	56
2018 Q2	$210K	Buy	+9,900	New	+$204K	0.2%	90
2017 Q3	–	Sell	-12,450	Closed	-$226K	–	112
2017 Q2	$226K	Buy	+12,450	New	+$213K	0.16%	109
2015 Q3	–	Sell	-21,900	Closed	-$238K	–	129
2015 Q2	$238K	Hold	21,900	–	–	0.11%	118
2015 Q1	$242K	Hold	21,900	–	–	0.1%	114
2014 Q4	$264K	Hold	21,900	–	–	0.1%	109
2014 Q3	$234K	Hold	21,900	–	–	0.07%	130
2014 Q2	$225K	Hold	21,900	–	–	0.07%	135
2014 Q1	$211K	Buy	+21,900	New	+$203K	0.07%	128

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MRL

Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lucas Capital Management's CSX Position: Q3 2018 in Review

Lucas Capital Management sold out of CSX Corp (CSX) in Q3 2018, closing a stake of 9,900 shares — an estimated $210K sold.

Lucas Capital Management first reported a position in CSX in Q1 2014 and held it in 8 quarters. The position peaked at $264K in Q4 2014. 1,162 funds tracked by Wall St. Rank hold CSX as of Q3 2018.

Lucas Capital Management reported no remaining CSX Corp position as of Q3 2018 after selling out during the quarter.
Lucas Capital Management sold 9,900 CSX Corp shares in Q3 2018, an estimated $210K.
Lucas Capital Management first reported a position in CSX Corp in Q1 2014 and held it in 8 quarters.
Lucas Capital Management's CSX Corp position peaked at $264K in Q4 2014.
1,162 funds tracked by Wall St. Rank held CSX Corp as of Q3 2018.

Based on Lucas Capital Management's 13F filing for Q3 2018, filed 26 Oct 2018.