MBT
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Monroe Bank & Trust’s CSX Corp CSX Stock Holding History

Monroe Bank & Trust’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 		– Sell
-1,500
Closed -$13K – 294
2013
Q3 		$13K Sell
1,500
-3,000
-67% -$25.2K 0.01% 246
2013
Q2 		$35K Buy
+4,500
New +$36.9K 0.02% 192

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

Monroe Bank & Trust's CSX Position: Q4 2013 in Review

Monroe Bank & Trust sold out of CSX Corp (CSX) in Q4 2013, closing a stake of 1,500 shares — an estimated $13K sold.

Monroe Bank & Trust first reported a position in CSX in Q2 2013 and held it in 2 quarters. The position peaked at $35K in Q2 2013. 813 funds tracked by Wall St. Rank hold CSX as of Q4 2013.

  • Monroe Bank & Trust reported no remaining CSX Corp position as of Q4 2013 after selling out during the quarter.
  • Monroe Bank & Trust sold 1,500 CSX Corp shares in Q4 2013, an estimated $13K.
  • Monroe Bank & Trust first reported a position in CSX Corp in Q2 2013 and held it in 2 quarters.
  • Monroe Bank & Trust's CSX Corp position peaked at $35K in Q2 2013.
  • 813 funds tracked by Wall St. Rank held CSX Corp as of Q4 2013.

Based on Monroe Bank & Trust's 13F filing for Q4 2013, filed 6 Jan 2014.