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Parasol Investment Management’s CSX Corp CSX Stock Holding History

Parasol 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
2016
Q1 		– Sell
-300
Closed -$3K – 149
2015
Q4 		$3K Sell
300
-465
-61% -$4.22K ﹤0.01% 147
2015
Q3 		$7K Hold
765
– – 0.01% 145
2015
Q2 		$8K Hold
765
– – 0.01% 203
2015
Q1 		$8K Hold
765
– – 0.01% 211
2014
Q4 		$9K Hold
765
– – 0.01% 231
2014
Q3 		$8K Buy
765
+465
+155% +$4.79K 0.01% 218
2014
Q2 		$3K Hold
300
– – ﹤0.01% 241
2014
Q1 		$3K Buy
+300
New +$2.78K ﹤0.01% 224

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

Parasol Investment Management's CSX Position: Q1 2016 in Review

Parasol Investment Management sold out of CSX Corp (CSX) in Q1 2016, closing a stake of 300 shares — an estimated $3K sold.

Parasol Investment Management first reported a position in CSX in Q1 2014 and held it in 8 quarters. The position peaked at $9K in Q4 2014. 821 funds tracked by Wall St. Rank hold CSX as of Q1 2016.

  • Parasol Investment Management reported no remaining CSX Corp position as of Q1 2016 after selling out during the quarter.
  • Parasol Investment Management sold 300 CSX Corp shares in Q1 2016, an estimated $3K.
  • Parasol Investment Management first reported a position in CSX Corp in Q1 2014 and held it in 8 quarters.
  • Parasol Investment Management's CSX Corp position peaked at $9K in Q4 2014.
  • 821 funds tracked by Wall St. Rank held CSX Corp as of Q1 2016.

Based on Parasol Investment Management's 13F filing for Q1 2016, filed 19 Apr 2016.