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RGT Wealth Advisors’s CSX Corp CSX Stock Holding History

RGT Wealth Advisors’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
2018
Q2 		– Sell
-11,730
Closed -$218K – 50
2018
Q1 		$218K Hold
11,730
– – 0.1% 97
2017
Q4 		$215K Sell
11,730
-207
-2% -$3.67K 0.12% 90
2017
Q3 		$216K Hold
11,937
– – 0.14% 86
2017
Q2 		$217K Buy
+11,937
New +$205K 0.15% 78
2017
Q1 		– Sell
-51,126
Closed -$612K – 112
2016
Q4 		$612K Hold
51,126
– – 0.34% 39
2016
Q3 		$519K Buy
+51,126
New +$483K 0.32% 45

Other funds holding CSX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

RGT Wealth Advisors's CSX Position: Q2 2018 in Review

RGT Wealth Advisors sold out of CSX Corp (CSX) in Q2 2018, closing a stake of 11,730 shares — an estimated $218K sold.

RGT Wealth Advisors first reported a position in CSX in Q3 2016 and held it in 6 quarters. The position peaked at $612K in Q4 2016. 1,099 funds tracked by Wall St. Rank hold CSX as of Q2 2018.

  • RGT Wealth Advisors reported no remaining CSX Corp position as of Q2 2018 after selling out during the quarter.
  • RGT Wealth Advisors sold 11,730 CSX Corp shares in Q2 2018, an estimated $218K.
  • RGT Wealth Advisors first reported a position in CSX Corp in Q3 2016 and held it in 6 quarters.
  • RGT Wealth Advisors's CSX Corp position peaked at $612K in Q4 2016.
  • 1,099 funds tracked by Wall St. Rank held CSX Corp as of Q2 2018.

Based on RGT Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.