4IG
KSU

440 Investment Group’s Kansas City Southern KSU Stock Holding History

440 Investment Group’s Portfolio KSU Stock Details KSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$299K Sell
2,839
-90
-3% -$9.6K 0.21% 92
2017
Q3 		$318K Hold
2,929
– – 0.24% 82
2017
Q2 		$307K Sell
2,929
-2,700
-48% -$253K 0.24% 69
2017
Q1 		$483K Buy
+5,629
New +$483K 0.43% 55

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

440 Investment Group's KSU Position: Q4 2017 in Review

440 Investment Group reduced its Kansas City Southern (KSU) stake by 3.1% in Q4 2017, selling an estimated $9.6K and leaving 2,839 shares worth $299K. The position accounts for 0.21% of the portfolio, ranked #92.

440 Investment Group first reported a position in KSU in Q1 2017 and has held it in 4 quarters since. The position peaked at $483K in Q1 2017. 588 funds tracked by Wall St. Rank hold KSU as of Q4 2017.

  • 440 Investment Group held 2,839 shares of Kansas City Southern worth $299K as of Q4 2017.
  • 440 Investment Group sold 90 Kansas City Southern shares in Q4 2017, an estimated $9.6K.
  • Kansas City Southern made up 0.21% of 440 Investment Group's portfolio in Q4 2017, its #92 holding.
  • 440 Investment Group first reported a position in Kansas City Southern in Q1 2017 and has held it in 4 quarters since.
  • 440 Investment Group's Kansas City Southern position peaked at $483K in Q1 2017.
  • 588 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.