Mosaic Family Wealth’s CSX Corp CSX Stock Holding History

Mosaic Family Wealth’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 Q2	–	Sell	-2,397	Closed	-$60K	–	262
2019 Q1	$60K	Hold	2,397	–	–	0.02%	293
2018 Q4	$50K	Hold	2,397	–	–	0.02%	307
2018 Q3	$56K	Sell	2,397 -207	-8%	-$4.93K	0.02%	304
2018 Q2	$55K	Buy	2,604 +207	+9%	+$4.26K	0.02%	297
2018 Q1	$44K	Hold	2,397	–	–	0.02%	325
2017 Q4	$44K	Hold	2,397	–	–	0.02%	343
2017 Q3	$43K	Hold	2,397	–	–	0.02%	357
2017 Q2	$44K	Hold	2,397	–	–	0.02%	343
2017 Q1	$37K	Hold	2,397	–	–	0.02%	362
2016 Q4	$29K	Hold	2,397	–	–	0.01%	388
2016 Q3	$24K	Sell	2,397 -8,634	-78%	-$81.6K	0.01%	416
2016 Q2	$96K	Sell	11,031 -1,188	-10%	-$10.3K	0.05%	257
2016 Q1	$104K	Sell	12,219 -603	-5%	-$4.89K	0.05%	225
2015 Q4	$110K	Buy	+12,822	New	+$116K	0.05%	210

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mosaic Family Wealth's CSX Position: Q2 2019 in Review

Mosaic Family Wealth sold out of CSX Corp (CSX) in Q2 2019, closing a stake of 2,397 shares — an estimated $60K sold.

Mosaic Family Wealth first reported a position in CSX in Q4 2015 and held it in 14 quarters. The position peaked at $110K in Q4 2015. 1,221 funds tracked by Wall St. Rank hold CSX as of Q2 2019.

Mosaic Family Wealth reported no remaining CSX Corp position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 2,397 CSX Corp shares in Q2 2019, an estimated $60K.
Mosaic Family Wealth first reported a position in CSX Corp in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's CSX Corp position peaked at $110K in Q4 2015.
1,221 funds tracked by Wall St. Rank held CSX Corp as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.