WA
CSX icon

Wintergreen Advisers’s CSX Corp CSX Stock Holding History

Wintergreen Advisers’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
-875,544
Closed -$7.85M – 12
2015
Q3 		$7.85M Sell
875,544
-1,821
-0.2% -$17.9K 1.62% 9
2015
Q2 		$9.55M Hold
877,365
– – 1.8% 9
2015
Q1 		$9.69M Buy
+877,365
New +$10.1M 1.6% 10

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wintergreen Advisers's CSX Position: Q4 2015 in Review

Wintergreen Advisers sold out of CSX Corp (CSX) in Q4 2015, closing a stake of 875,544 shares — an estimated $7.85M sold.

Wintergreen Advisers first reported a position in CSX in Q1 2015 and held it in 3 quarters. The position peaked at $9.69M in Q1 2015. 831 funds tracked by Wall St. Rank hold CSX as of Q4 2015.

  • Wintergreen Advisers reported no remaining CSX Corp position as of Q4 2015 after selling out during the quarter.
  • Wintergreen Advisers sold 875,544 CSX Corp shares in Q4 2015, an estimated $7.85M.
  • Wintergreen Advisers first reported a position in CSX Corp in Q1 2015 and held it in 3 quarters.
  • Wintergreen Advisers's CSX Corp position peaked at $9.69M in Q1 2015.
  • 831 funds tracked by Wall St. Rank held CSX Corp as of Q4 2015.

Based on Wintergreen Advisers's 13F filing for Q4 2015, filed 12 Feb 2016.