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Patten Group’s CSX Corp CSX Stock Holding History

Patten 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
2017
Q1 		– Sell
-450
Closed -$7K – 644
2016
Q4 		$7K Hold
450
– – ﹤0.01% 487
2016
Q3 		$4.67K Sell
450
-3,000
-87% -$28.4K ﹤0.01% 533
2016
Q2 		$30K Hold
3,450
– – 0.01% 358
2016
Q1 		$29.6K Hold
3,450
– – 0.01% 362
2015
Q4 		$29.8K Hold
3,450
– – 0.01% 372
2015
Q3 		$30.9K Sell
3,450
-1,500
-30% -$14.7K 0.02% 328
2015
Q2 		$53.9K Buy
+4,950
New +$57.4K 0.03% 282

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

Patten Group's CSX Position: Q1 2017 in Review

Patten Group sold out of CSX Corp (CSX) in Q1 2017, closing a stake of 450 shares — an estimated $7K sold.

Patten Group first reported a position in CSX in Q2 2015 and held it in 7 quarters. The position peaked at $53.9K in Q2 2015. 980 funds tracked by Wall St. Rank hold CSX as of Q1 2017.

  • Patten Group reported no remaining CSX Corp position as of Q1 2017 after selling out during the quarter.
  • Patten Group sold 450 CSX Corp shares in Q1 2017, an estimated $7K.
  • Patten Group first reported a position in CSX Corp in Q2 2015 and held it in 7 quarters.
  • Patten Group's CSX Corp position peaked at $53.9K in Q2 2015.
  • 980 funds tracked by Wall St. Rank held CSX Corp as of Q1 2017.

Based on Patten Group's 13F filing for Q1 2017, filed 31 May 2017.