WA
CSX icon

Wheatland Advisors’s CSX Corp CSX Stock Holding History

Wheatland 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
2019
Q4 		– Sell
-10,800
Closed -$249K – 91
2019
Q3 		$249K Sell
10,800
-1,200
-10% -$27.9K 0.23% 89
2019
Q2 		$309K Hold
12,000
– – 0.23% 84
2019
Q1 		$299K Hold
12,000
– – 0.23% 84
2018
Q4 		$249K Hold
12,000
– – 0.22% 84
2018
Q3 		$296K Hold
12,000
– – 0.22% 86
2018
Q2 		$255K Hold
12,000
– – 0.21% 88
2018
Q1 		$223K Hold
12,000
– – 0.18% 93
2017
Q4 		$220K Buy
+12,000
New +$213K 0.18% 95

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wheatland Advisors's CSX Position: Q4 2019 in Review

Wheatland Advisors sold out of CSX Corp (CSX) in Q4 2019, closing a stake of 10,800 shares — an estimated $249K sold.

Wheatland Advisors first reported a position in CSX in Q4 2017 and held it in 8 quarters. The position peaked at $309K in Q2 2019. 1,219 funds tracked by Wall St. Rank hold CSX as of Q4 2019.

  • Wheatland Advisors reported no remaining CSX Corp position as of Q4 2019 after selling out during the quarter.
  • Wheatland Advisors sold 10,800 CSX Corp shares in Q4 2019, an estimated $249K.
  • Wheatland Advisors first reported a position in CSX Corp in Q4 2017 and held it in 8 quarters.
  • Wheatland Advisors's CSX Corp position peaked at $309K in Q2 2019.
  • 1,219 funds tracked by Wall St. Rank held CSX Corp as of Q4 2019.

Based on Wheatland Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.