Virtus Investment Advisers’s CSX Corp CSX Stock Holding History

Virtus Investment Advisers’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
2018 Q1	–	Sell	-174,561	Closed	-$3.2M	–	110
2017 Q4	$3.2M	Sell	174,561 -50,226	-22%	-$889K	0.35%	87
2017 Q3	$4.07M	Sell	224,787 -17,343	-7%	-$298K	0.43%	70
2017 Q2	$4.4M	Sell	242,130 -31,872	-12%	-$546K	0.43%	73
2017 Q1	$4.25M	Buy	274,002 +157,410	+135%	+$2.4M	0.38%	85
2016 Q4	$1.4M	Buy	116,592 +80,259	+221%	+$900K	0.11%	231
2016 Q3	$369K	Buy	+36,333	New	+$344K	0.02%	385

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MRL

Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return

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

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

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Virtus Investment Advisers's CSX Position: Q1 2018 in Review

Virtus Investment Advisers sold out of CSX Corp (CSX) in Q1 2018, closing a stake of 174,561 shares — an estimated $3.2M sold.

Virtus Investment Advisers first reported a position in CSX in Q3 2016 and held it in 6 quarters. The position peaked at $4.4M in Q2 2017. 1,039 funds tracked by Wall St. Rank hold CSX as of Q1 2018.

Virtus Investment Advisers reported no remaining CSX Corp position as of Q1 2018 after selling out during the quarter.
Virtus Investment Advisers sold 174,561 CSX Corp shares in Q1 2018, an estimated $3.2M.
Virtus Investment Advisers first reported a position in CSX Corp in Q3 2016 and held it in 6 quarters.
Virtus Investment Advisers's CSX Corp position peaked at $4.4M in Q2 2017.
1,039 funds tracked by Wall St. Rank held CSX Corp as of Q1 2018.

Based on Virtus Investment Advisers's 13F filing for Q1 2018, filed 15 May 2018.