WRF
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Waddell & Reed Financial’s CSX Corp CSX Stock Holding History

Waddell & Reed Financial’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
Q3 		– Sell
-780,000
Closed -$14.2M – 531
2017
Q2 		$14.2M Buy
780,000
+345,000
+79% +$5.91M 0.03% 381
2017
Q1 		$6.75M Buy
+435,000
New +$6.63M 0.01% 466

Other funds holding CSX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Waddell & Reed Financial's CSX Position: Q3 2017 in Review

Waddell & Reed Financial sold out of CSX Corp (CSX) in Q3 2017, closing a stake of 780,000 shares — an estimated $14.2M sold.

Waddell & Reed Financial first reported a position in CSX in Q1 2017 and held it in 2 quarters. The position peaked at $14.2M in Q2 2017. 971 funds tracked by Wall St. Rank hold CSX as of Q3 2017.

  • Waddell & Reed Financial reported no remaining CSX Corp position as of Q3 2017 after selling out during the quarter.
  • Waddell & Reed Financial sold 780,000 CSX Corp shares in Q3 2017, an estimated $14.2M.
  • Waddell & Reed Financial first reported a position in CSX Corp in Q1 2017 and held it in 2 quarters.
  • Waddell & Reed Financial's CSX Corp position peaked at $14.2M in Q2 2017.
  • 971 funds tracked by Wall St. Rank held CSX Corp as of Q3 2017.

Based on Waddell & Reed Financial's 13F filing for Q3 2017, filed 14 Nov 2017.