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Measured Wealth Private Client Group’s CSX Corp CSX Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-309
Closed -$7K – 228
2018
Q3 		$7K Buy
+309
New +$7.36K ﹤0.01% 656

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Measured Wealth Private Client Group's CSX Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of CSX Corp (CSX) in Q4 2018, closing a stake of 309 shares — an estimated $7K sold.

Measured Wealth Private Client Group first reported a position in CSX in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 1,182 funds tracked by Wall St. Rank hold CSX as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining CSX Corp position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 309 CSX Corp shares in Q4 2018, an estimated $7K.
  • Measured Wealth Private Client Group first reported a position in CSX Corp in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's CSX Corp position peaked at $7K in Q3 2018.
  • 1,182 funds tracked by Wall St. Rank held CSX Corp as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.