Union Point Advisors’s CSX Corp CSX Stock Holding History

Union Point 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
2014 Q2	–	Sell	-1,312,587	Closed	-$12.7M	–	37
2014 Q1	$12.7M	Buy	+1,312,587	New	+$12.2M	5.8%	5

Other funds holding CSX

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

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

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

BIT

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Union Point Advisors's CSX Position: Q2 2014 in Review

Union Point Advisors sold out of CSX Corp (CSX) in Q2 2014, closing a stake of 1,312,587 shares — an estimated $12.7M sold.

Union Point Advisors first reported a position in CSX in Q1 2014 and held it in 1 quarter. The position peaked at $12.7M in Q1 2014. 820 funds tracked by Wall St. Rank hold CSX as of Q2 2014.

Union Point Advisors reported no remaining CSX Corp position as of Q2 2014 after selling out during the quarter.
Union Point Advisors sold 1,312,587 CSX Corp shares in Q2 2014, an estimated $12.7M.
Union Point Advisors first reported a position in CSX Corp in Q1 2014 and held it in 1 quarter.
Union Point Advisors's CSX Corp position peaked at $12.7M in Q1 2014.
820 funds tracked by Wall St. Rank held CSX Corp as of Q2 2014.

Based on Union Point Advisors's 13F filing for Q2 2014, filed 14 Aug 2014.