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WESPAC Advisors SoCal’s CSX Corp CSX Stock Holding History

WESPAC Advisors SoCal’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
2019
Q2 		– Sell
-750
Closed -$18K – 128
2019
Q1 		$18K Hold
750
– – 0.01% 182
2018
Q4 		$15K Hold
750
– – 0.01% 205
2018
Q3 		$18K Buy
+750
New +$17.9K 0.01% 197
2016
Q4 		– Sell
-4,896
Closed -$49.8K – 262
2016
Q3 		$49.8K Buy
+4,896
New +$46.3K 0.03% 114
2016
Q2 		– Sell
-4,896
Closed -$42K – 287
2016
Q1 		$42K Buy
+4,896
New +$39.7K 0.03% 121

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WESPAC Advisors SoCal's CSX Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of CSX Corp (CSX) in Q2 2019, closing a stake of 750 shares — an estimated $18K sold.

WESPAC Advisors SoCal first reported a position in CSX in Q1 2016 and held it in 5 quarters. The position peaked at $49.8K in Q3 2016. 1,221 funds tracked by Wall St. Rank hold CSX as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining CSX Corp position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 750 CSX Corp shares in Q2 2019, an estimated $18K.
  • WESPAC Advisors SoCal first reported a position in CSX Corp in Q1 2016 and held it in 5 quarters.
  • WESPAC Advisors SoCal's CSX Corp position peaked at $49.8K in Q3 2016.
  • 1,221 funds tracked by Wall St. Rank held CSX Corp as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.