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Regal Wealth Group’s CSX Corp CSX Stock Holding History

Regal Wealth 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
2016
Q3 		– Sell
-3,000
Closed -$26K – 200
2016
Q2 		$26K Hold
3,000
– – 0.02% 83
2016
Q1 		$26K Hold
3,000
– – 0.03% 82
2015
Q4 		$26K Buy
+3,000
New +$27.2K 0.03% 80

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Regal Wealth Group's CSX Position: Q3 2016 in Review

Regal Wealth Group sold out of CSX Corp (CSX) in Q3 2016, closing a stake of 3,000 shares — an estimated $26K sold.

Regal Wealth Group first reported a position in CSX in Q4 2015 and held it in 3 quarters. The position peaked at $26K in Q2 2016. 829 funds tracked by Wall St. Rank hold CSX as of Q3 2016.

  • Regal Wealth Group reported no remaining CSX Corp position as of Q3 2016 after selling out during the quarter.
  • Regal Wealth Group sold 3,000 CSX Corp shares in Q3 2016, an estimated $26K.
  • Regal Wealth Group first reported a position in CSX Corp in Q4 2015 and held it in 3 quarters.
  • Regal Wealth Group's CSX Corp position peaked at $26K in Q2 2016.
  • 829 funds tracked by Wall St. Rank held CSX Corp as of Q3 2016.

Based on Regal Wealth Group's 13F filing for Q3 2016, filed 18 Aug 2017.