CA
KSU

Calton & Associates’s Kansas City Southern KSU Stock Holding History

Calton & Associates’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
Q1 		– Sell
-29
Closed -$3K – 1389
2017
Q4 		$3K Buy
+29
New +$3.09K ﹤0.01% 1367

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Calton & Associates's KSU Position: Q1 2018 in Review

Calton & Associates sold out of Kansas City Southern (KSU) in Q1 2018, closing a stake of 29 shares — an estimated $3K sold.

Calton & Associates first reported a position in KSU in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 570 funds tracked by Wall St. Rank hold KSU as of Q1 2018.

  • Calton & Associates reported no remaining Kansas City Southern position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 29 Kansas City Southern shares in Q1 2018, an estimated $3K.
  • Calton & Associates first reported a position in Kansas City Southern in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Kansas City Southern position peaked at $3K in Q4 2017.
  • 570 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.