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WFG Advisors’s CSX Corp CSX Stock Holding History

WFG 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
2017
Q2 		$148K Sell
8,112
-1,692
-17% -$29K 0.03% 437
2017
Q1 		$152K Sell
9,804
-10,713
-52% -$163K 0.04% 391
2016
Q4 		$246K Sell
20,517
-1,830
-8% -$20.5K 0.06% 319
2016
Q3 		$227K Buy
22,347
+2,736
+14% +$25.9K 0.06% 334
2016
Q2 		$170K Buy
19,611
+2,868
+17% +$25K 0.05% 378
2016
Q1 		$144K Buy
16,743
+882
+6% +$7.15K 0.04% 396
2015
Q4 		$137K Sell
15,861
-1,269
-7% -$11.5K 0.04% 387
2015
Q3 		$154K Sell
17,130
-3,564
-17% -$35K 0.05% 348
2015
Q2 		$225K Sell
20,694
-414
-2% -$4.8K 0.06% 312
2015
Q1 		$233K Sell
21,108
-19,521
-48% -$224K 0.07% 315
2014
Q4 		$491K Buy
40,629
+5,001
+14% +$58.6K 0.1% 226
2014
Q3 		$381K Buy
35,628
+771
+2% +$7.95K 0.07% 311
2014
Q2 		$358K Buy
34,857
+1,731
+5% +$16.9K 0.07% 325
2014
Q1 		$320K Buy
33,126
+3,945
+14% +$36.6K 0.06% 337
2013
Q4 		$280K Buy
29,181
+5,286
+22% +$47.4K 0.04% 438
2013
Q3 		$205K Sell
23,895
-3,642
-13% -$30.6K 0.03% 474
2013
Q2 		$213K Buy
+27,537
New +$226K 0.04% 442

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WFG Advisors's CSX Position: Q2 2017 in Review

WFG Advisors reduced its CSX Corp (CSX) stake by 17% in Q2 2017, selling an estimated $29K and leaving 8,112 shares worth $148K. The position accounts for 0.03% of the portfolio, ranked #437.

WFG Advisors first reported a position in CSX in Q2 2013 and has held it in 17 quarters since. The position peaked at $491K in Q4 2014. 992 funds tracked by Wall St. Rank hold CSX as of Q2 2017.

  • WFG Advisors held 8,112 shares of CSX Corp worth $148K as of Q2 2017.
  • WFG Advisors sold 1,692 CSX Corp shares in Q2 2017, an estimated $29K.
  • CSX Corp made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #437 holding.
  • WFG Advisors first reported a position in CSX Corp in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's CSX Corp position peaked at $491K in Q4 2014.
  • 992 funds tracked by Wall St. Rank held CSX Corp as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.