West Oak Capital’s CSX Corp CSX Stock Holding History

West Oak Capital’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 Q3	–	Sell	-1,200	Closed	-$31K	–	304
2019 Q2	$31K	Hold	1,200	–	–	0.02%	203
2019 Q1	$30K	Hold	1,200	–	–	0.02%	196
2018 Q4	$24.9K	Hold	1,200	–	–	0.02%	197
2018 Q3	$29.6K	Hold	1,200	–	–	0.02%	208
2018 Q2	$25.5K	Hold	1,200	–	–	0.02%	213
2018 Q1	$22.3K	Buy	+1,200	New	+$22.4K	0.01%	223
2015 Q2	–	Sell	-3,750	Closed	-$41.4K	–	313
2015 Q1	$41.4K	Sell	3,750 -1,350	-26%	-$15.5K	0.03%	161
2014 Q4	$61.6K	Hold	5,100	–	–	0.04%	141
2014 Q3	$54.5K	Hold	5,100	–	–	0.04%	141
2014 Q2	$52.4K	Hold	5,100	–	–	0.04%	143
2014 Q1	$49.2K	Sell	5,100 -900	-15%	-$8.35K	0.04%	145
2013 Q4	$57.5K	Hold	6,000	–	–	0.04%	137
2013 Q3	$51.5K	Hold	6,000	–	–	0.04%	138
2013 Q2	$46.4K	Buy	+6,000	New	+$49.2K	0.04%	139

Other funds holding CSX

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

West Oak Capital's CSX Position: Q3 2019 in Review

West Oak Capital sold out of CSX Corp (CSX) in Q3 2019, closing a stake of 1,200 shares — an estimated $31K sold.

West Oak Capital first reported a position in CSX in Q2 2013 and held it in 14 quarters. The position peaked at $61.6K in Q4 2014. 1,112 funds tracked by Wall St. Rank hold CSX as of Q3 2019.

West Oak Capital reported no remaining CSX Corp position as of Q3 2019 after selling out during the quarter.
West Oak Capital sold 1,200 CSX Corp shares in Q3 2019, an estimated $31K.
West Oak Capital first reported a position in CSX Corp in Q2 2013 and held it in 14 quarters.
West Oak Capital's CSX Corp position peaked at $61.6K in Q4 2014.
1,112 funds tracked by Wall St. Rank held CSX Corp as of Q3 2019.

Based on West Oak Capital's 13F filing for Q3 2019, filed 2 Oct 2019.