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Rockefeller Financial Services’s CSX Corp CSX Stock Holding History

Rockefeller Financial Services’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
Q1 		– Sell
-1,740
Closed -$21K – 525
2014
Q4 		$21K Buy
+1,740
New +$20.4K ﹤0.01% 423

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State Street
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Rockefeller Financial Services's CSX Position: Q1 2015 in Review

Rockefeller Financial Services sold out of CSX Corp (CSX) in Q1 2015, closing a stake of 1,740 shares — an estimated $21K sold.

Rockefeller Financial Services first reported a position in CSX in Q4 2014 and held it in 1 quarter. The position peaked at $21K in Q4 2014. 868 funds tracked by Wall St. Rank hold CSX as of Q1 2015.

  • Rockefeller Financial Services reported no remaining CSX Corp position as of Q1 2015 after selling out during the quarter.
  • Rockefeller Financial Services sold 1,740 CSX Corp shares in Q1 2015, an estimated $21K.
  • Rockefeller Financial Services first reported a position in CSX Corp in Q4 2014 and held it in 1 quarter.
  • Rockefeller Financial Services's CSX Corp position peaked at $21K in Q4 2014.
  • 868 funds tracked by Wall St. Rank held CSX Corp as of Q1 2015.

Based on Rockefeller Financial Services's 13F filing for Q1 2015, filed 5 May 2015.