PRW Wealth Management’s CSX Corp CSX Stock Holding History

PRW Wealth 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
2019 Q2	–	Sell	-276	Closed	-$7K	–	195
2019 Q1	$7K	Hold	276	–	–	0.01%	316
2018 Q4	$6K	Buy	+276	New	+$6.35K	0.01%	338

Other funds holding CSX

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

MRL

Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

PRW Wealth Management's CSX Position: Q2 2019 in Review

PRW Wealth Management sold out of CSX Corp (CSX) in Q2 2019, closing a stake of 276 shares — an estimated $7K sold.

PRW Wealth Management first reported a position in CSX in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 1,221 funds tracked by Wall St. Rank hold CSX as of Q2 2019.

PRW Wealth Management reported no remaining CSX Corp position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 276 CSX Corp shares in Q2 2019, an estimated $7K.
PRW Wealth Management first reported a position in CSX Corp in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's CSX Corp position peaked at $7K in Q1 2019.
1,221 funds tracked by Wall St. Rank held CSX Corp as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.