B
KSU

Baird’s Kansas City Southern KSU Stock Holding History

Baird’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
2014
Q3 		– Sell
-2,922
Closed -$314K – 1202
2014
Q2 		$314K Sell
2,922
-9,597
-77% -$991K ﹤0.01% 969
2014
Q1 		$1.28M Buy
12,519
+10,849
+650% +$1.12M 0.02% 573
2013
Q4 		$207K Buy
+1,670
New +$200K ﹤0.01% 1061

Other funds holding KSU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Baird's KSU Position: Q3 2014 in Review

Baird sold out of Kansas City Southern (KSU) in Q3 2014, closing a stake of 2,922 shares — an estimated $314K sold.

Baird first reported a position in KSU in Q4 2013 and held it in 3 quarters. The position peaked at $1.28M in Q1 2014. 451 funds tracked by Wall St. Rank hold KSU as of Q3 2014.

  • Baird reported no remaining Kansas City Southern position as of Q3 2014 after selling out during the quarter.
  • Baird sold 2,922 Kansas City Southern shares in Q3 2014, an estimated $314K.
  • Baird first reported a position in Kansas City Southern in Q4 2013 and held it in 3 quarters.
  • Baird's Kansas City Southern position peaked at $1.28M in Q1 2014.
  • 451 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2014.

Based on Baird's 13F filing for Q3 2014, filed 12 Nov 2014.