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KSU

Columbia Capital’s Kansas City Southern KSU Stock Holding History

Columbia Capital’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
2014
Q4 		– Sell
-15,344
Closed -$1.86M – 103
2014
Q3 		$1.86M Buy
15,344
+3,624
+31% +$413K 2.49% 20
2014
Q2 		$1.26M Sell
11,720
-2,780
-19% -$287K 0.99% 48
2014
Q1 		$1.44M Buy
+14,500
New +$1.5M 1.04% 49

Other funds holding KSU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Columbia Capital's KSU Position: Q4 2014 in Review

Columbia Capital sold out of Kansas City Southern (KSU) in Q4 2014, closing a stake of 15,344 shares — an estimated $1.86M sold.

Columbia Capital first reported a position in KSU in Q1 2014 and held it in 3 quarters. The position peaked at $1.86M in Q3 2014. 483 funds tracked by Wall St. Rank hold KSU as of Q4 2014.

  • Columbia Capital reported no remaining Kansas City Southern position as of Q4 2014 after selling out during the quarter.
  • Columbia Capital sold 15,344 Kansas City Southern shares in Q4 2014, an estimated $1.86M.
  • Columbia Capital first reported a position in Kansas City Southern in Q1 2014 and held it in 3 quarters.
  • Columbia Capital's Kansas City Southern position peaked at $1.86M in Q3 2014.
  • 483 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2014.

Based on Columbia Capital's 13F filing for Q4 2014, filed 11 Feb 2015.