Bedell Frazier Investment Counselling’s Kansas City Southern KSU Stock Holding History

Bedell Frazier Investment Counselling’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
2018 Q4	–	Sell	-71,033	Closed	-$8.05M	–	64
2018 Q3	$8.05M	Sell	71,033 -1,085	-2%	-$124K	2.23%	22
2018 Q2	$7.64M	Sell	72,118 -310	-0.4%	-$33.7K	2.24%	23
2018 Q1	$7.96M	Buy	72,428 +515	+0.7%	+$55.8K	2.81%	15
2017 Q4	$7.57M	Buy	71,913 +1,537	+2%	+$164K	2.82%	17
2017 Q3	$7.65M	Buy	70,376 +446	+0.6%	+$46.8K	3.53%	11
2017 Q2	$7.32M	Sell	69,930 -69,835	-50%	-$6.55M	2.67%	15
2017 Q1	$12M	Buy	139,765 +81,490	+140%	+$6.99M	4.55%	6
2016 Q4	$4.95M	Buy	+58,275	New	+$5.14M	1.94%	26

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bedell Frazier Investment Counselling's KSU Position: Q4 2018 in Review

Bedell Frazier Investment Counselling sold out of Kansas City Southern (KSU) in Q4 2018, closing a stake of 71,033 shares — an estimated $8.05M sold.

Bedell Frazier Investment Counselling first reported a position in KSU in Q4 2016 and held it in 8 quarters. The position peaked at $12M in Q1 2017. 573 funds tracked by Wall St. Rank hold KSU as of Q4 2018.

Bedell Frazier Investment Counselling reported no remaining Kansas City Southern position as of Q4 2018 after selling out during the quarter.
Bedell Frazier Investment Counselling sold 71,033 Kansas City Southern shares in Q4 2018, an estimated $8.05M.
Bedell Frazier Investment Counselling first reported a position in Kansas City Southern in Q4 2016 and held it in 8 quarters.
Bedell Frazier Investment Counselling's Kansas City Southern position peaked at $12M in Q1 2017.
573 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2018.

Based on Bedell Frazier Investment Counselling's 13F filing for Q4 2018, filed 14 Feb 2019.