Winfield Associates’s CSX Corp CSX Stock Holding History

Winfield Associates’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
2015 Q4	–	Sell	-2,133	Closed	-$19K	–	307
2015 Q3	$19K	Buy	+2,133	New	+$20.9K	0.01%	207

Other funds holding CSX

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Winfield Associates's CSX Position: Q4 2015 in Review

Winfield Associates sold out of CSX Corp (CSX) in Q4 2015, closing a stake of 2,133 shares — an estimated $19K sold.

Winfield Associates first reported a position in CSX in Q3 2015 and held it in 1 quarter. The position peaked at $19K in Q3 2015. 831 funds tracked by Wall St. Rank hold CSX as of Q4 2015.

Winfield Associates reported no remaining CSX Corp position as of Q4 2015 after selling out during the quarter.
Winfield Associates sold 2,133 CSX Corp shares in Q4 2015, an estimated $19K.
Winfield Associates first reported a position in CSX Corp in Q3 2015 and held it in 1 quarter.
Winfield Associates's CSX Corp position peaked at $19K in Q3 2015.
831 funds tracked by Wall St. Rank held CSX Corp as of Q4 2015.

Based on Winfield Associates's 13F filing for Q4 2015, filed 17 Feb 2016.