CF
KSU

Cypress Funds’s Kansas City Southern KSU Stock Holding History

Cypress Funds’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
2017
Q4 		– Sell
-135,000
Closed -$14.7M – 21
2017
Q3 		$14.7M Sell
135,000
-15,000
-10% -$1.57M 3.01% 15
2017
Q2 		$15.7M Hold
150,000
– – 3.09% 18
2017
Q1 		$12.9M Sell
150,000
-40,000
-21% -$3.43M 2.68% 21
2016
Q4 		$16.1M Buy
190,000
+145,000
+322% +$12.8M 2.72% 18
2016
Q3 		$4.2M Sell
45,000
-67,000
-60% -$6.35M 0.9% 26
2016
Q2 		$10.1M Buy
+112,000
New +$10.2M 2.38% 19
2013
Q4 		– Sell
-130,000
Closed -$14.2M – 23
2013
Q3 		$14.2M Buy
+130,000
New +$14.3M 4.78% 15

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cypress Funds's KSU Position: Q4 2017 in Review

Cypress Funds sold out of Kansas City Southern (KSU) in Q4 2017, closing a stake of 135,000 shares — an estimated $14.7M sold.

Cypress Funds first reported a position in KSU in Q3 2013 and held it in 7 quarters. The position peaked at $16.1M in Q4 2016. 588 funds tracked by Wall St. Rank hold KSU as of Q4 2017.

  • Cypress Funds reported no remaining Kansas City Southern position as of Q4 2017 after selling out during the quarter.
  • Cypress Funds sold 135,000 Kansas City Southern shares in Q4 2017, an estimated $14.7M.
  • Cypress Funds first reported a position in Kansas City Southern in Q3 2013 and held it in 7 quarters.
  • Cypress Funds's Kansas City Southern position peaked at $16.1M in Q4 2016.
  • 588 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2017.

Based on Cypress Funds's 13F filing for Q4 2017, filed 7 Feb 2018.