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US Financial Advisors’s CSX Corp CSX Stock Holding History

US Financial 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
2016
Q2 		– Sell
-159
Closed -$1K – 114
2016
Q1 		$1K Hold
159
– – ﹤0.01% 375
2015
Q4 		$1K Buy
+159
New +$1.44K ﹤0.01% 523

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

US Financial Advisors's CSX Position: Q2 2016 in Review

US Financial Advisors sold out of CSX Corp (CSX) in Q2 2016, closing a stake of 159 shares — an estimated $1K sold.

US Financial Advisors first reported a position in CSX in Q4 2015 and held it in 2 quarters. The position peaked at $1K in Q1 2016. 820 funds tracked by Wall St. Rank hold CSX as of Q2 2016.

  • US Financial Advisors reported no remaining CSX Corp position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 159 CSX Corp shares in Q2 2016, an estimated $1K.
  • US Financial Advisors first reported a position in CSX Corp in Q4 2015 and held it in 2 quarters.
  • US Financial Advisors's CSX Corp position peaked at $1K in Q1 2016.
  • 820 funds tracked by Wall St. Rank held CSX Corp as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.