Boston Private Bank & Trust’s Kansas City Southern KSU Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$740K	Hold	7,250	–	–	0.03%	255
2014 Q4	$885K	Hold	7,250	–	–	0.04%	244
2014 Q3	$879K	Buy	7,250 +50	+0.7%	+$5.7K	0.04%	247
2014 Q2	$774K	Hold	7,200	–	–	0.04%	251
2014 Q1	$735K	Hold	7,200	–	–	0.04%	254
2013 Q4	$892K	Hold	7,200	–	–	0.04%	243
2013 Q3	$787K	Hold	7,200	–	–	0.04%	246
2013 Q2	$763K	Buy	+7,200	New	+$783K	0.04%	244

Other funds holding KSU

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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

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

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

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 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

Boston Private Bank & Trust's KSU Position: Q1 2015 in Review

Boston Private Bank & Trust held its Kansas City Southern (KSU) position steady in Q1 2015 at 7,250 shares worth $740K. The position accounts for 0.03% of the portfolio, ranked #255.

Boston Private Bank & Trust first reported a position in KSU in Q2 2013 and has held it in 8 quarters since. The position peaked at $892K in Q4 2013. 474 funds tracked by Wall St. Rank hold KSU as of Q1 2015.

Boston Private Bank & Trust held 7,250 shares of Kansas City Southern worth $740K as of Q1 2015.
Boston Private Bank & Trust left its Kansas City Southern share count unchanged in Q1 2015.
Kansas City Southern made up 0.03% of Boston Private Bank & Trust's portfolio in Q1 2015, its #255 holding.
Boston Private Bank & Trust first reported a position in Kansas City Southern in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Kansas City Southern position peaked at $892K in Q4 2013.
474 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.