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Merit Investment Management’s CSX Corp CSX Stock Holding History

Merit Investment 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
2013
Q4 		$4.97M Sell
518,709
-82,482
-14% -$739K 5.69% 9
2013
Q3 		$5.15M Hold
601,191
– – 6.2% 1
2013
Q2 		$4.65M Buy
+601,191
New +$4.93M 4.21% 9

Other funds holding CSX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Merit Investment Management's CSX Position: Q4 2013 in Review

Merit Investment Management reduced its CSX Corp (CSX) stake by 14% in Q4 2013, selling an estimated $739K and leaving 518,709 shares worth $4.97M. The position accounts for 5.69% of the portfolio, ranked #9.

Merit Investment Management first reported a position in CSX in Q2 2013 and has held it in 3 quarters since. The position peaked at $5.15M in Q3 2013. 814 funds tracked by Wall St. Rank hold CSX as of Q4 2013.

  • Merit Investment Management held 518,709 shares of CSX Corp worth $4.97M as of Q4 2013.
  • Merit Investment Management sold 82,482 CSX Corp shares in Q4 2013, an estimated $739K.
  • CSX Corp made up 5.69% of Merit Investment Management's portfolio in Q4 2013, its #9 holding.
  • Merit Investment Management first reported a position in CSX Corp in Q2 2013 and has held it in 3 quarters since.
  • Merit Investment Management's CSX Corp position peaked at $5.15M in Q3 2013.
  • 814 funds tracked by Wall St. Rank held CSX Corp as of Q4 2013.

Based on Merit Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.