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Sound View Wealth Advisors’s CSX Corp CSX Stock Holding History

Sound View 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
2019
Q1 		$674K Sell
27,006
-528
-2% -$12.2K 0.21% 113
2018
Q4 		$570K Buy
+27,534
New +$633K 0.21% 116

Other funds holding CSX

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Sound View Wealth Advisors's CSX Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its CSX Corp (CSX) stake by 1.9% in Q1 2019, selling an estimated $12.2K and leaving 27,006 shares worth $674K. The position accounts for 0.21% of the portfolio, ranked #113.

Sound View Wealth Advisors first reported a position in CSX in Q4 2018 and has held it in 2 quarters since. 1,191 funds tracked by Wall St. Rank hold CSX as of Q1 2019.

  • Sound View Wealth Advisors held 27,006 shares of CSX Corp worth $674K as of Q1 2019.
  • Sound View Wealth Advisors sold 528 CSX Corp shares in Q1 2019, an estimated $12.2K.
  • CSX Corp made up 0.21% of Sound View Wealth Advisors's portfolio in Q1 2019, its #113 holding.
  • Sound View Wealth Advisors first reported a position in CSX Corp in Q4 2018 and has held it in 2 quarters since.
  • 1,191 funds tracked by Wall St. Rank held CSX Corp as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.