CIP
KSU

Convergence Investment Partners’s Kansas City Southern KSU Stock Holding History

Convergence Investment Partners’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
Q2 		– Sell
-264
Closed -$29K – 989
2018
Q1 		$29K Buy
+264
New +$28.6K ﹤0.01% 527

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State Street
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Wells Fargo
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AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Convergence Investment Partners's KSU Position: Q2 2018 in Review

Convergence Investment Partners sold out of Kansas City Southern (KSU) in Q2 2018, closing a stake of 264 shares — an estimated $29K sold.

Convergence Investment Partners first reported a position in KSU in Q1 2018 and held it in 1 quarter. The position peaked at $29K in Q1 2018. 590 funds tracked by Wall St. Rank hold KSU as of Q2 2018.

  • Convergence Investment Partners reported no remaining Kansas City Southern position as of Q2 2018 after selling out during the quarter.
  • Convergence Investment Partners sold 264 Kansas City Southern shares in Q2 2018, an estimated $29K.
  • Convergence Investment Partners first reported a position in Kansas City Southern in Q1 2018 and held it in 1 quarter.
  • Convergence Investment Partners's Kansas City Southern position peaked at $29K in Q1 2018.
  • 590 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.