Pinnacle Summer Investments’s CSX Corp CSX Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	–	Sell	-2,100	Closed	-$19K	–	823
2015 Q3	$19K	Buy	+2,100	New	+$20.6K	﹤0.01%	630
2015 Q2	–	Sell	-4,800	Closed	-$53K	–	777
2015 Q1	$53K	Hold	4,800	–	–	0.01%	502
2014 Q4	$58K	Hold	4,800	–	–	0.01%	498
2014 Q3	$51K	Hold	4,800	–	–	0.01%	527
2014 Q2	$49K	Hold	4,800	–	–	0.01%	509
2014 Q1	$45K	Hold	4,800	–	–	0.01%	486
2013 Q4	$46K	Hold	4,800	–	–	0.01%	484
2013 Q3	$41K	Hold	4,800	–	–	0.01%	456
2013 Q2	$37K	Buy	+4,800	New	+$39.4K	0.01%	422

Other funds holding CSX

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Pinnacle Summer Investments's CSX Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of CSX Corp (CSX) in Q4 2015, closing a stake of 2,100 shares — an estimated $19K sold.

Pinnacle Summer Investments first reported a position in CSX in Q2 2013 and held it in 9 quarters. The position peaked at $58K in Q4 2014. 832 funds tracked by Wall St. Rank hold CSX as of Q4 2015.

Pinnacle Summer Investments reported no remaining CSX Corp position as of Q4 2015 after selling out during the quarter.
Pinnacle Summer Investments sold 2,100 CSX Corp shares in Q4 2015, an estimated $19K.
Pinnacle Summer Investments first reported a position in CSX Corp in Q2 2013 and held it in 9 quarters.
Pinnacle Summer Investments's CSX Corp position peaked at $58K in Q4 2014.
832 funds tracked by Wall St. Rank held CSX Corp as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.