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New Harbor Financial Group’s CSX Corp CSX Stock Holding History

New Harbor Financial Group’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
2016
Q1 		– Sell
-1,800
Closed -$15K – 120
2015
Q4 		$15K Hold
1,800
– – 0.02% 59
2015
Q3 		$16K Hold
1,800
– – 0.02% 70
2015
Q2 		$19K Buy
+1,800
New +$20.9K 0.02% 72

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

New Harbor Financial Group's CSX Position: Q1 2016 in Review

New Harbor Financial Group sold out of CSX Corp (CSX) in Q1 2016, closing a stake of 1,800 shares — an estimated $15K sold.

New Harbor Financial Group first reported a position in CSX in Q4 2013 and held it in 4 quarters. The position peaked at $682K in Q4 2013. 821 funds tracked by Wall St. Rank hold CSX as of Q1 2016.

  • New Harbor Financial Group reported no remaining CSX Corp position as of Q1 2016 after selling out during the quarter.
  • New Harbor Financial Group sold 1,800 CSX Corp shares in Q1 2016, an estimated $15K.
  • New Harbor Financial Group first reported a position in CSX Corp in Q4 2013 and held it in 4 quarters.
  • New Harbor Financial Group's CSX Corp position peaked at $682K in Q4 2013.
  • 821 funds tracked by Wall St. Rank held CSX Corp as of Q1 2016.

Based on New Harbor Financial Group's 13F filing for Q1 2016, filed 4 May 2016.