CP
KSU

Cumberland Partners’s Kansas City Southern KSU Stock Holding History

Cumberland 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
2016
Q1 		– Sell
-16,975
Closed -$1.27M – 65
2015
Q4 		$1.27M Buy
16,975
+2,050
+14% +$175K 0.16% 45
2015
Q3 		$1.36M Buy
14,925
+9,925
+199% +$936K 0.17% 48
2015
Q2 		$456K Buy
+5,000
New +$493K 0.05% 53

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Cumberland Partners's KSU Position: Q1 2016 in Review

Cumberland Partners sold out of Kansas City Southern (KSU) in Q1 2016, closing a stake of 16,975 shares — an estimated $1.27M sold.

Cumberland Partners first reported a position in KSU in Q2 2015 and held it in 3 quarters. The position peaked at $1.36M in Q3 2015. 484 funds tracked by Wall St. Rank hold KSU as of Q1 2016.

  • Cumberland Partners reported no remaining Kansas City Southern position as of Q1 2016 after selling out during the quarter.
  • Cumberland Partners sold 16,975 Kansas City Southern shares in Q1 2016, an estimated $1.27M.
  • Cumberland Partners first reported a position in Kansas City Southern in Q2 2015 and held it in 3 quarters.
  • Cumberland Partners's Kansas City Southern position peaked at $1.36M in Q3 2015.
  • 484 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2016.

Based on Cumberland Partners's 13F filing for Q1 2016, filed 10 May 2016.