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Opus Investment Management’s CSX Corp CSX Stock Holding History

Opus Investment 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
2017
Q1 		– Sell
-105,000
Closed -$1.26M – 89
2016
Q4 		$1.26M Sell
105,000
-375,000
-78% -$4.2M 0.22% 74
2016
Q3 		$4.88M Hold
480,000
– – 0.83% 38
2016
Q2 		$4.17M Hold
480,000
– – 0.74% 48
2016
Q1 		$4.12M Buy
480,000
+150,000
+45% +$1.22M 0.79% 41
2015
Q4 		$2.85M Buy
+330,000
New +$3M 0.51% 65

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Opus Investment Management's CSX Position: Q1 2017 in Review

Opus Investment Management sold out of CSX Corp (CSX) in Q1 2017, closing a stake of 105,000 shares — an estimated $1.26M sold.

Opus Investment Management first reported a position in CSX in Q4 2015 and held it in 5 quarters. The position peaked at $4.88M in Q3 2016. 981 funds tracked by Wall St. Rank hold CSX as of Q1 2017.

  • Opus Investment Management reported no remaining CSX Corp position as of Q1 2017 after selling out during the quarter.
  • Opus Investment Management sold 105,000 CSX Corp shares in Q1 2017, an estimated $1.26M.
  • Opus Investment Management first reported a position in CSX Corp in Q4 2015 and held it in 5 quarters.
  • Opus Investment Management's CSX Corp position peaked at $4.88M in Q3 2016.
  • 981 funds tracked by Wall St. Rank held CSX Corp as of Q1 2017.

Based on Opus Investment Management's 13F filing for Q1 2017, filed 12 May 2017.