Mariner Wealth Advisors (Cincinnati)’s CSX Corp CSX Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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	$1.45M	Sell	58,779 -60	-0.1%	-$1.43K	0.08%	123
2018 Q2	$1.25M	Sell	58,839 -4,425	-7%	-$91.1K	0.07%	120
2018 Q1	$1.18M	Sell	63,264 -1,020	-2%	-$19.1K	0.07%	120
2017 Q4	$1.18M	Sell	64,284 -3,525	-5%	-$62.4K	0.07%	117
2017 Q3	$1.23M	Sell	67,809 -2,865	-4%	-$49.2K	0.08%	116
2017 Q2	$1.28M	Buy	70,674 +4,455	+7%	+$76.3K	0.09%	112
2017 Q1	$1.03M	Buy	66,219 +6,855	+12%	+$104K	0.07%	117
2016 Q4	$711K	Sell	59,364 -5,616	-9%	-$63K	0.06%	136
2016 Q3	$661K	Sell	64,980 -8,145	-11%	-$77K	0.06%	140
2016 Q2	$636K	Buy	73,125 +10,284	+16%	+$89.6K	0.06%	141
2016 Q1	$539K	Sell	62,841 -5,400	-8%	-$43.8K	0.05%	146
2015 Q4	$590K	Buy	+68,241	New	+$620K	0.06%	137
2015 Q1	$669K	Buy	60,636 +480	+0.8%	+$5.52K	0.09%	94
2014 Q4	$726K	Sell	60,156 -255	-0.4%	-$2.99K	0.11%	88
2014 Q3	$646K	Sell	60,411 -5,934	-9%	-$61.2K	0.1%	81
2014 Q2	$681K	Sell	66,345 -22,980	-26%	-$224K	0.11%	74
2014 Q1	$863K	Buy	89,325 +600	+0.7%	+$5.57K	0.14%	71
2013 Q4	$851K	Sell	88,725 -6,570	-7%	-$58.9K	0.14%	75
2013 Q3	$818K	Buy	95,295 +9,795	+11%	+$82.2K	0.15%	69
2013 Q2	$661K	Buy	+85,500	New	+$701K	0.13%	76

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

Mariner Wealth Advisors (Cincinnati)'s CSX Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its CSX Corp (CSX) stake by 0.1% in Q3 2018, selling an estimated $1.43K and leaving 58,779 shares worth $1.45M. The position accounts for 0.08% of the portfolio, ranked #123.

Mariner Wealth Advisors (Cincinnati) first reported a position in CSX in Q2 2013 and has held it in 20 quarters since. 1,162 funds tracked by Wall St. Rank hold CSX as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 58,779 shares of CSX Corp worth $1.45M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 60 CSX Corp shares in Q3 2018, an estimated $1.43K.
CSX Corp made up 0.08% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #123 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in CSX Corp in Q2 2013 and has held it in 20 quarters since.
1,162 funds tracked by Wall St. Rank held CSX Corp as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.