DW Partners’s Kansas City Southern KSU Stock Holding History

DW 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
2015 Q3	–	Sell	-30,000	Closed	-$2.71M	–	28
2015 Q2	$2.71M	Buy	+30,000	New	+$2.96M	0.82%	28

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

DW Partners's KSU Position: Q3 2015 in Review

DW Partners sold out of Kansas City Southern (KSU) in Q3 2015, closing a stake of 30,000 shares — an estimated $2.71M sold.

DW Partners first reported a position in KSU in Q2 2015 and held it in 1 quarter. The position peaked at $2.71M in Q2 2015. 483 funds tracked by Wall St. Rank hold KSU as of Q3 2015.

DW Partners reported no remaining Kansas City Southern position as of Q3 2015 after selling out during the quarter.
DW Partners sold 30,000 Kansas City Southern shares in Q3 2015, an estimated $2.71M.
DW Partners first reported a position in Kansas City Southern in Q2 2015 and held it in 1 quarter.
DW Partners's Kansas City Southern position peaked at $2.71M in Q2 2015.
483 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2015.

Based on DW Partners's 13F filing for Q3 2015, filed 13 Nov 2015.