Torch Wealth Management’s CSX Corp CSX Stock Holding History

Torch Wealth 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
2019 Q4	$449K	Sell	18,630 -597	-3%	-$14.1K	0.25%	76
2019 Q3	$444K	Buy	19,227 +6	+0%	+$140	0.26%	73
2019 Q2	$496K	Sell	19,221 -294	-2%	-$7.58K	0.3%	69
2019 Q1	$487K	Buy	19,515 +3	+0%	+$69	0.3%	68
2018 Q4	$404K	Sell	19,512 -744	-4%	-$17.1K	0.29%	68
2018 Q3	$500K	Buy	20,256 +1,206	+6%	+$28.7K	0.3%	68
2018 Q2	$405K	Buy	19,050 +606	+3%	+$12.5K	0.25%	74
2018 Q1	$343K	Sell	18,444 -1,119	-6%	-$20.9K	0.22%	84
2017 Q4	$359K	Buy	19,563 +5,856	+43%	+$104K	0.22%	86
2017 Q3	$248K	Sell	13,707 -1,719	-11%	-$29.5K	0.16%	89
2017 Q2	$281K	Buy	15,426 +231	+2%	+$3.96K	0.19%	84
2017 Q1	$236K	Buy	+15,195	New	+$232K	0.16%	92
2015 Q3	–	Sell	-19,029	Closed	-$207K	–	100
2015 Q2	$207K	Buy	+19,029	New	+$221K	0.14%	99
2014 Q3	–	Sell	-8,421	Closed	-$87K	–	134
2014 Q2	$87K	Sell	8,421 -1,794	-18%	-$17.5K	0.06%	131
2014 Q1	$99K	Buy	10,215 +6	+0.1%	+$56	0.07%	113
2013 Q4	$98K	Buy	+10,209	New	+$91.5K	0.07%	112

Other funds holding CSX

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Torch Wealth Management's CSX Position: Q4 2019 in Review

Torch Wealth Management reduced its CSX Corp (CSX) stake by 3.1% in Q4 2019, selling an estimated $14.1K and leaving 18,630 shares worth $449K. The position accounts for 0.25% of the portfolio, ranked #76.

Torch Wealth Management first reported a position in CSX in Q4 2013 and has held it in 16 quarters since. The position peaked at $500K in Q3 2018. 1,220 funds tracked by Wall St. Rank hold CSX as of Q4 2019.

Torch Wealth Management held 18,630 shares of CSX Corp worth $449K as of Q4 2019.
Torch Wealth Management sold 597 CSX Corp shares in Q4 2019, an estimated $14.1K.
CSX Corp made up 0.25% of Torch Wealth Management's portfolio in Q4 2019, its #76 holding.
Torch Wealth Management first reported a position in CSX Corp in Q4 2013 and has held it in 16 quarters since.
Torch Wealth Management's CSX Corp position peaked at $500K in Q3 2018.
1,220 funds tracked by Wall St. Rank held CSX Corp as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.