MWM
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MinichMacGregor Wealth Management’s CSX Corp CSX Stock Holding History

MinichMacGregor Wealth 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
2019
Q1 		– Sell
-13,707
Closed -$248K – 65
2018
Q4 		$248K Buy
13,707
+12,162
+787% +$280K 0.17% 84
2018
Q3 		$38K Buy
1,545
+3
+0.2% +$71 0.03% 145
2018
Q2 		$33K Buy
1,542
+18
+1% +$371 0.02% 147
2018
Q1 		$28K Buy
1,524
+15
+1% +$280 0.02% 161
2017
Q4 		$27K Sell
1,509
-15
-1% -$266 0.02% 164
2017
Q3 		$27K Buy
1,524
+12
+0.8% +$206 0.02% 157
2017
Q2 		$27K Buy
1,512
+15
+1% +$257 0.02% 149
2017
Q1 		$23K Sell
1,497
-111
-7% -$1.69K 0.02% 164
2016
Q4 		$19K Sell
1,608
-33
-2% -$370 0.02% 184
2016
Q3 		$16K Buy
1,641
+63
+4% +$596 0.02% 201
2016
Q2 		$13K Sell
1,578
-39
-2% -$340 0.01% 221
2016
Q1 		$13K Sell
1,617
-297
-16% -$2.41K 0.01% 212
2015
Q4 		$21K Buy
+1,914
New +$17.4K 0.02% 161

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 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
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

MinichMacGregor Wealth Management's CSX Position: Q1 2019 in Review

MinichMacGregor Wealth Management sold out of CSX Corp (CSX) in Q1 2019, closing a stake of 13,707 shares — an estimated $248K sold.

MinichMacGregor Wealth Management first reported a position in CSX in Q4 2015 and held it in 13 quarters. The position peaked at $248K in Q4 2018. 1,191 funds tracked by Wall St. Rank hold CSX as of Q1 2019.

  • MinichMacGregor Wealth Management reported no remaining CSX Corp position as of Q1 2019 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 13,707 CSX Corp shares in Q1 2019, an estimated $248K.
  • MinichMacGregor Wealth Management first reported a position in CSX Corp in Q4 2015 and held it in 13 quarters.
  • MinichMacGregor Wealth Management's CSX Corp position peaked at $248K in Q4 2018.
  • 1,191 funds tracked by Wall St. Rank held CSX Corp as of Q1 2019.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2019, filed 16 Apr 2019.