DLHL
KSU

Donald L. Hagan LLC’s Kansas City Southern KSU Stock Holding History

Donald L. Hagan LLC’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
Q2 		– Sell
-350
Closed -$30K – 336
2016
Q1 		$30K Buy
+350
New +$27.3K 0.03% 158
2015
Q4 		– Sell
-650
Closed -$59K – 333
2015
Q3 		$59K Buy
+650
New +$61.3K 0.05% 128

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Donald L. Hagan LLC's KSU Position: Q2 2016 in Review

Donald L. Hagan LLC sold out of Kansas City Southern (KSU) in Q2 2016, closing a stake of 350 shares — an estimated $30K sold.

Donald L. Hagan LLC first reported a position in KSU in Q3 2015 and held it in 2 quarters. The position peaked at $59K in Q3 2015. 504 funds tracked by Wall St. Rank hold KSU as of Q2 2016.

  • Donald L. Hagan LLC reported no remaining Kansas City Southern position as of Q2 2016 after selling out during the quarter.
  • Donald L. Hagan LLC sold 350 Kansas City Southern shares in Q2 2016, an estimated $30K.
  • Donald L. Hagan LLC first reported a position in Kansas City Southern in Q3 2015 and held it in 2 quarters.
  • Donald L. Hagan LLC's Kansas City Southern position peaked at $59K in Q3 2015.
  • 504 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2016.

Based on Donald L. Hagan LLC's 13F filing for Q2 2016, filed 21 Jul 2016.