Banyan Partners’s Kansas City Southern KSU Stock Holding History

Banyan 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
2014 Q3	$2.07M	Sell	17,099 -5,944	-26%	-$678K	0.18%	140
2014 Q2	$2.48M	Sell	23,043 -13,135	-36%	-$1.36M	0.21%	128
2014 Q1	$3.69M	Buy	36,178 +11,105	+44%	+$1.15M	0.32%	84
2013 Q4	$3.1M	Buy	25,073 +4,996	+25%	+$598K	0.22%	101
2013 Q3	$2.19M	Buy	20,077 +15,726	+361%	+$1.73M	0.19%	108
2013 Q2	$461K	Buy	+4,351	New	+$473K	0.09%	135

Other funds holding KSU

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

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

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

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 New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Banyan Partners's KSU Position: Q3 2014 in Review

Banyan Partners reduced its Kansas City Southern (KSU) stake by 26% in Q3 2014, selling an estimated $678K and leaving 17,099 shares worth $2.07M. The position accounts for 0.18% of the portfolio, ranked #140.

Banyan Partners first reported a position in KSU in Q2 2013 and has held it in 6 quarters since. The position peaked at $3.69M in Q1 2014. 451 funds tracked by Wall St. Rank hold KSU as of Q3 2014.

Banyan Partners held 17,099 shares of Kansas City Southern worth $2.07M as of Q3 2014.
Banyan Partners sold 5,944 Kansas City Southern shares in Q3 2014, an estimated $678K.
Kansas City Southern made up 0.18% of Banyan Partners's portfolio in Q3 2014, its #140 holding.
Banyan Partners first reported a position in Kansas City Southern in Q2 2013 and has held it in 6 quarters since.
Banyan Partners's Kansas City Southern position peaked at $3.69M in Q1 2014.
451 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.