CG
KSU

Clinton Group’s Kansas City Southern KSU Stock Holding History

Clinton Group’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
-39,072
Closed -$4.11M – 532
2017
Q4 		$4.11M Buy
39,072
+33,790
+640% +$3.6M 0.36% 91
2017
Q3 		$574K Sell
5,282
-3,543
-40% -$372K 0.06% 276
2017
Q2 		$924K Sell
8,825
-39,018
-82% -$3.66M 0.09% 291
2017
Q1 		$4.1M Buy
47,843
+38,117
+392% +$3.27M 0.24% 113
2016
Q4 		$825K Buy
9,726
+851
+10% +$75K 0.05% 396
2016
Q3 		$828K Buy
+8,875
New +$840K 0.04% 545
2016
Q2 		– Sell
-58,235
Closed -$4.98M – 1090
2016
Q1 		$4.98M Buy
+58,235
New +$4.54M 0.3% 86
2015
Q2 		– Sell
-2,317
Closed -$237K – 738
2015
Q1 		$237K Buy
+2,317
New +$263K 0.06% 403
2013
Q4 		– Sell
-5,669
Closed -$620K – 437
2013
Q3 		$620K Buy
+5,669
New +$623K 0.19% 144

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 $298B AUM 21.96% 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

Clinton Group's KSU Position: Q1 2018 in Review

Clinton Group sold out of Kansas City Southern (KSU) in Q1 2018, closing a stake of 39,072 shares — an estimated $4.11M sold.

Clinton Group first reported a position in KSU in Q3 2013 and held it in 9 quarters. The position peaked at $4.98M in Q1 2016. 570 funds tracked by Wall St. Rank hold KSU as of Q1 2018.

  • Clinton Group reported no remaining Kansas City Southern position as of Q1 2018 after selling out during the quarter.
  • Clinton Group sold 39,072 Kansas City Southern shares in Q1 2018, an estimated $4.11M.
  • Clinton Group first reported a position in Kansas City Southern in Q3 2013 and held it in 9 quarters.
  • Clinton Group's Kansas City Southern position peaked at $4.98M in Q1 2016.
  • 570 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2018.

Based on Clinton Group's 13F filing for Q1 2018, filed 14 May 2018.