BWP
KSU

Baldwin Wealth Partners’s Kansas City Southern KSU Stock Holding History

Baldwin Wealth Partners’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
2013
Q3 		– Sell
-17,646
Closed -$1.87M – 251
2013
Q2 		$1.87M Buy
+17,646
New +$1.92M 0.37% 74

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Baldwin Wealth Partners's KSU Position: Q3 2013 in Review

Baldwin Wealth Partners sold out of Kansas City Southern (KSU) in Q3 2013, closing a stake of 17,646 shares — an estimated $1.87M sold.

Baldwin Wealth Partners first reported a position in KSU in Q2 2013 and held it in 1 quarter. The position peaked at $1.87M in Q2 2013. 437 funds tracked by Wall St. Rank hold KSU as of Q3 2013.

  • Baldwin Wealth Partners reported no remaining Kansas City Southern position as of Q3 2013 after selling out during the quarter.
  • Baldwin Wealth Partners sold 17,646 Kansas City Southern shares in Q3 2013, an estimated $1.87M.
  • Baldwin Wealth Partners first reported a position in Kansas City Southern in Q2 2013 and held it in 1 quarter.
  • Baldwin Wealth Partners's Kansas City Southern position peaked at $1.87M in Q2 2013.
  • 437 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2013.

Based on Baldwin Wealth Partners's 13F filing for Q3 2013, filed 12 Nov 2013.