BIC
KSU

Bridges Investment Counsel’s Kansas City Southern KSU Stock Holding History

Bridges Investment Counsel’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 		– Sell
-1,698
Closed -$207K – 158
2014
Q4 		$207K Hold
1,698
– – 0.05% 154
2014
Q3 		$206K Buy
+1,698
New +$194K 0.05% 154
2014
Q1 		– Sell
-1,698
Closed -$210K – 163
2013
Q4 		$210K Buy
+1,698
New +$203K 0.05% 159

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bridges Investment Counsel's KSU Position: Q1 2015 in Review

Bridges Investment Counsel sold out of Kansas City Southern (KSU) in Q1 2015, closing a stake of 1,698 shares — an estimated $207K sold.

Bridges Investment Counsel first reported a position in KSU in Q4 2013 and held it in 3 quarters. The position peaked at $210K in Q4 2013. 474 funds tracked by Wall St. Rank hold KSU as of Q1 2015.

  • Bridges Investment Counsel reported no remaining Kansas City Southern position as of Q1 2015 after selling out during the quarter.
  • Bridges Investment Counsel sold 1,698 Kansas City Southern shares in Q1 2015, an estimated $207K.
  • Bridges Investment Counsel first reported a position in Kansas City Southern in Q4 2013 and held it in 3 quarters.
  • Bridges Investment Counsel's Kansas City Southern position peaked at $210K in Q4 2013.
  • 474 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2015.

Based on Bridges Investment Counsel's 13F filing for Q1 2015, filed 24 Apr 2015.