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Mountain Capital Investment Advisors’s CSX Corp CSX Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-1,626
Closed -$29K – 115
2017
Q3 		$29K Hold
1,626
– – 0.03% 154
2017
Q2 		$30K Buy
+1,626
New +$27.9K 0.03% 167

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
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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Mountain Capital Investment Advisors's CSX Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of CSX Corp (CSX) in Q4 2017, closing a stake of 1,626 shares — an estimated $29K sold.

Mountain Capital Investment Advisors first reported a position in CSX in Q2 2017 and held it in 2 quarters. The position peaked at $30K in Q2 2017. 1,047 funds tracked by Wall St. Rank hold CSX as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining CSX Corp position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,626 CSX Corp shares in Q4 2017, an estimated $29K.
  • Mountain Capital Investment Advisors first reported a position in CSX Corp in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's CSX Corp position peaked at $30K in Q2 2017.
  • 1,047 funds tracked by Wall St. Rank held CSX Corp as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.