SHJ
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Sharkey, Howes & Javer’s CSX Corp CSX Stock Holding History

Sharkey, Howes & Javer’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
Q4 		– Sell
-7,800
Closed -$74K – 251
2015
Q3 		$74K Hold
7,800
– – 0.06% 74
2015
Q2 		$85K Hold
7,800
– – 0.06% 50
2015
Q1 		$86K Buy
+7,800
New +$89.7K 0.06% 71

Other funds holding CSX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $66.1B AUM 33.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Sharkey, Howes & Javer's CSX Position: Q4 2015 in Review

Sharkey, Howes & Javer sold out of CSX Corp (CSX) in Q4 2015, closing a stake of 7,800 shares — an estimated $74K sold.

Sharkey, Howes & Javer first reported a position in CSX in Q1 2015 and held it in 3 quarters. The position peaked at $86K in Q1 2015. 832 funds tracked by Wall St. Rank hold CSX as of Q4 2015.

  • Sharkey, Howes & Javer reported no remaining CSX Corp position as of Q4 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 7,800 CSX Corp shares in Q4 2015, an estimated $74K.
  • Sharkey, Howes & Javer first reported a position in CSX Corp in Q1 2015 and held it in 3 quarters.
  • Sharkey, Howes & Javer's CSX Corp position peaked at $86K in Q1 2015.
  • 832 funds tracked by Wall St. Rank held CSX Corp as of Q4 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2015, filed 8 Feb 2016.