Baldwin Investment Management’s Kansas City Southern KSU Stock Holding History

Baldwin Investment 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
2017 Q2	–	Sell	-2,500	Closed	-$214K	–	120
2017 Q1	$214K	Hold	2,500	–	–	0.08%	112
2016 Q4	$212K	Hold	2,500	–	–	0.08%	112
2016 Q3	$233K	Hold	2,500	–	–	0.1%	116
2016 Q2	$225K	Hold	2,500	–	–	0.1%	112
2016 Q1	$214K	Buy	+2,500	New	+$195K	0.09%	118
2015 Q4	–	Sell	-2,500	Closed	-$227K	–	126
2015 Q3	$227K	Hold	2,500	–	–	0.1%	122
2015 Q2	$228K	Hold	2,500	–	–	0.09%	125
2015 Q1	$255K	Hold	2,500	–	–	0.1%	120
2014 Q4	$305K	Hold	2,500	–	–	0.12%	109
2014 Q3	$303K	Hold	2,500	–	–	0.12%	108
2014 Q2	$269K	Hold	2,500	–	–	0.12%	117
2014 Q1	$255K	Hold	2,500	–	–	0.11%	118
2013 Q4	$310K	Hold	2,500	–	–	0.14%	106
2013 Q3	$273K	Hold	2,500	–	–	0.13%	110
2013 Q2	$265K	Buy	+2,500	New	+$272K	0.13%	101

Other funds holding KSU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Baldwin Investment Management's KSU Position: Q2 2017 in Review

Baldwin Investment Management sold out of Kansas City Southern (KSU) in Q2 2017, closing a stake of 2,500 shares — an estimated $214K sold.

Baldwin Investment Management first reported a position in KSU in Q2 2013 and held it in 15 quarters. The position peaked at $310K in Q4 2013. 508 funds tracked by Wall St. Rank hold KSU as of Q2 2017.

Baldwin Investment Management reported no remaining Kansas City Southern position as of Q2 2017 after selling out during the quarter.
Baldwin Investment Management sold 2,500 Kansas City Southern shares in Q2 2017, an estimated $214K.
Baldwin Investment Management first reported a position in Kansas City Southern in Q2 2013 and held it in 15 quarters.
Baldwin Investment Management's Kansas City Southern position peaked at $310K in Q4 2013.
508 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2017.

Based on Baldwin Investment Management's 13F filing for Q2 2017, filed 8 Aug 2017.