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Stifel Trust’s CSX Corp CSX Stock Holding History

Stifel Trust’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
2014
Q3 		$74K Hold
6,900
– – 0.01% 238
2014
Q2 		$71K Hold
6,900
– – 0.01% 238
2014
Q1 		$67K Hold
6,900
– – 0.01% 247
2013
Q4 		$67K Hold
6,900
– – 0.01% 242
2013
Q3 		$60K Hold
6,900
– – 0.01% 250
2013
Q2 		$54K Buy
+6,900
New +$56.6K 0.01% 245

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stifel Trust's CSX Position: Q3 2014 in Review

Stifel Trust held its CSX Corp (CSX) position steady in Q3 2014 at 6,900 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #238.

Stifel Trust first reported a position in CSX in Q2 2013 and has held it in 6 quarters since. 830 funds tracked by Wall St. Rank hold CSX as of Q3 2014.

  • Stifel Trust held 6,900 shares of CSX Corp worth $74K as of Q3 2014.
  • Stifel Trust left its CSX Corp share count unchanged in Q3 2014.
  • CSX Corp made up 0.01% of Stifel Trust's portfolio in Q3 2014, its #238 holding.
  • Stifel Trust first reported a position in CSX Corp in Q2 2013 and has held it in 6 quarters since.
  • 830 funds tracked by Wall St. Rank held CSX Corp as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.