Sunnymeath Asset Management’s CSX Corp CSX Stock Holding History

Sunnymeath Asset Management’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
2016 Q4	$90K	Buy	7,518 +123	+2%	+$1.38K	0.13%	87
2016 Q3	$85K	Hold	7,395	–	–	0.19%	83
2016 Q2	$63K	Hold	7,395	–	–	0.09%	90
2016 Q1	$65K	Sell	7,395 -1,605	-18%	-$13K	0.1%	88
2015 Q4	$78K	Buy	+9,000	New	+$81.7K	0.12%	76

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Sunnymeath Asset Management's CSX Position: Q4 2016 in Review

Sunnymeath Asset Management increased its CSX Corp (CSX) stake by 1.7% in Q4 2016, buying an estimated $1.38K and bringing the position to 7,518 shares worth $90K. The position accounts for 0.13% of the portfolio, ranked #87.

Sunnymeath Asset Management first reported a position in CSX in Q4 2015 and has held it in 5 quarters since. 925 funds tracked by Wall St. Rank hold CSX as of Q4 2016.

Sunnymeath Asset Management held 7,518 shares of CSX Corp worth $90K as of Q4 2016.
Sunnymeath Asset Management bought 123 CSX Corp shares in Q4 2016, an estimated $1.38K.
CSX Corp made up 0.13% of Sunnymeath Asset Management's portfolio in Q4 2016, its #87 holding.
Sunnymeath Asset Management first reported a position in CSX Corp in Q4 2015 and has held it in 5 quarters since.
925 funds tracked by Wall St. Rank held CSX Corp as of Q4 2016.

Based on Sunnymeath Asset Management's 13F filing for Q4 2016, filed 13 Jan 2017.