Security National Bank of Sioux City Iowa’s CSX Corp CSX Stock Holding History

Security National Bank of Sioux City Iowa’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	-97,083	Closed	-$1.17M	–	78
2014 Q4	$1.17M	Sell	97,083 -414	-0.4%	-$4.85K	1.31%	39
2014 Q3	$1.04M	Sell	97,497 -129	-0.1%	-$1.33K	1.17%	44
2014 Q2	$1M	Buy	97,626 +2,520	+3%	+$24.5K	1.13%	47
2014 Q1	$919K	Buy	95,106 +2,589	+3%	+$24K	1.08%	49
2013 Q4	$888K	Buy	92,517 +12,975	+16%	+$116K	1.08%	52
2013 Q3	$683K	Buy	79,542 +6,765	+9%	+$56.8K	0.99%	56
2013 Q2	$563K	Buy	+72,777	New	+$597K	0.88%	58

Other funds holding CSX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

BIT

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BFA

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

Security National Bank of Sioux City Iowa's CSX Position: Q1 2015 in Review

Security National Bank of Sioux City Iowa sold out of CSX Corp (CSX) in Q1 2015, closing a stake of 97,083 shares — an estimated $1.17M sold.

Security National Bank of Sioux City Iowa first reported a position in CSX in Q2 2013 and held it in 7 quarters. The position peaked at $1.17M in Q4 2014. 869 funds tracked by Wall St. Rank hold CSX as of Q1 2015.

Security National Bank of Sioux City Iowa reported no remaining CSX Corp position as of Q1 2015 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 97,083 CSX Corp shares in Q1 2015, an estimated $1.17M.
Security National Bank of Sioux City Iowa first reported a position in CSX Corp in Q2 2013 and held it in 7 quarters.
Security National Bank of Sioux City Iowa's CSX Corp position peaked at $1.17M in Q4 2014.
869 funds tracked by Wall St. Rank held CSX Corp as of Q1 2015.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q1 2015, filed 8 May 2015.