AWM
KSU

AllSquare Wealth Management’s Kansas City Southern KSU Stock Holding History

AllSquare Wealth Management’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
2015
Q3 		– Sell
-110
Closed -$10K – 335
2015
Q2 		$10K Sell
110
-59
-35% -$5.82K 0.01% 228
2015
Q1 		$17K Buy
169
+9
+6% +$1.02K 0.02% 192
2014
Q4 		$20K Buy
+160
New +$19.1K 0.02% 176

Other funds holding KSU

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

AllSquare Wealth Management's KSU Position: Q3 2015 in Review

AllSquare Wealth Management sold out of Kansas City Southern (KSU) in Q3 2015, closing a stake of 110 shares — an estimated $10K sold.

AllSquare Wealth Management first reported a position in KSU in Q4 2014 and held it in 3 quarters. The position peaked at $20K in Q4 2014. 483 funds tracked by Wall St. Rank hold KSU as of Q3 2015.

  • AllSquare Wealth Management reported no remaining Kansas City Southern position as of Q3 2015 after selling out during the quarter.
  • AllSquare Wealth Management sold 110 Kansas City Southern shares in Q3 2015, an estimated $10K.
  • AllSquare Wealth Management first reported a position in Kansas City Southern in Q4 2014 and held it in 3 quarters.
  • AllSquare Wealth Management's Kansas City Southern position peaked at $20K in Q4 2014.
  • 483 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2015.

Based on AllSquare Wealth Management's 13F filing for Q3 2015, filed 3 Nov 2015.