TBA
CSX icon

Train Babcock Advisors’s CSX Corp CSX Stock Holding History

Train Babcock 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
2017
Q1 		– Sell
-235,212
Closed -$2.82M – 115
2016
Q4 		$2.82M Sell
235,212
-3,915
-2% -$43.9K 1.16% 32
2016
Q3 		$2.43M Sell
239,127
-72,993
-23% -$690K 0.98% 39
2016
Q2 		$2.71M Sell
312,120
-10,635
-3% -$92.6K 1.08% 39
2016
Q1 		$2.77M Sell
322,755
-2,175
-0.7% -$17.6K 1.11% 37
2015
Q4 		$2.81M Buy
324,930
+990
+0.3% +$8.99K 1.07% 40
2015
Q3 		$2.9M Sell
323,940
-1,980
-0.6% -$19.4K 1.03% 41
2015
Q2 		$3.55M Buy
325,920
+2,895
+0.9% +$33.6K 1.12% 36
2015
Q1 		$3.57M Buy
323,025
+9,975
+3% +$115K 1.12% 33
2014
Q4 		$3.78M Buy
313,050
+1,950
+0.6% +$22.8K 1.22% 32
2014
Q3 		$3.33M Sell
311,100
-7,950
-2% -$82K 1.14% 35
2014
Q2 		$3.28M Buy
319,050
+300
+0.1% +$2.92K 1.06% 36
2014
Q1 		$3.08M Buy
318,750
+58,920
+23% +$546K 0.99% 44
2013
Q4 		$2.49M Sell
259,830
-315
-0.1% -$2.82K 0.86% 44
2013
Q3 		$2.23M Buy
260,145
+300
+0.1% +$2.52K 0.84% 44
2013
Q2 		$2.01M Buy
+259,845
New +$2.13M 0.76% 46

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Train Babcock Advisors's CSX Position: Q1 2017 in Review

Train Babcock Advisors sold out of CSX Corp (CSX) in Q1 2017, closing a stake of 235,212 shares — an estimated $2.82M sold.

Train Babcock Advisors first reported a position in CSX in Q2 2013 and held it in 15 quarters. The position peaked at $3.78M in Q4 2014. 980 funds tracked by Wall St. Rank hold CSX as of Q1 2017.

  • Train Babcock Advisors reported no remaining CSX Corp position as of Q1 2017 after selling out during the quarter.
  • Train Babcock Advisors sold 235,212 CSX Corp shares in Q1 2017, an estimated $2.82M.
  • Train Babcock Advisors first reported a position in CSX Corp in Q2 2013 and held it in 15 quarters.
  • Train Babcock Advisors's CSX Corp position peaked at $3.78M in Q4 2014.
  • 980 funds tracked by Wall St. Rank held CSX Corp as of Q1 2017.

Based on Train Babcock Advisors's 13F filing for Q1 2017, filed 1 May 2017.