EWM
KSU

Evercore Wealth Management’s Kansas City Southern KSU Stock Holding History

Evercore Wealth Management’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
Q1 		– Sell
-200
Closed -$21K – 853
2017
Q4 		$21K Hold
200
– – ﹤0.01% 727
2017
Q3 		$22K Hold
200
– – ﹤0.01% 702
2017
Q2 		$21K Hold
200
– – ﹤0.01% 717
2017
Q1 		$17K Sell
200
-300
-60% -$25.7K ﹤0.01% 779
2016
Q4 		$42K Sell
500
-372
-43% -$32.8K ﹤0.01% 639
2016
Q3 		$81K Buy
872
+65
+8% +$6.16K ﹤0.01% 517
2016
Q2 		$73K Sell
807
-125
-13% -$11.4K ﹤0.01% 510
2016
Q1 		$80K Buy
932
+327
+54% +$25.5K ﹤0.01% 493
2015
Q4 		$45K Buy
605
+305
+102% +$26.1K ﹤0.01% 613
2015
Q3 		$27K Sell
300
-1,500
-83% -$142K ﹤0.01% 684
2015
Q2 		$164K Hold
1,800
– – 0.01% 453
2015
Q1 		$184K Hold
1,800
– – 0.01% 433
2014
Q4 		$220K Sell
1,800
-200
-10% -$23.9K 0.01% 345
2014
Q3 		$242K Sell
2,000
-408
-17% -$46.5K 0.01% 364
2014
Q2 		$259K Sell
2,408
-800
-25% -$82.6K 0.01% 355
2014
Q1 		$328K Sell
3,208
-1,548
-33% -$160K 0.02% 310
2013
Q4 		$589K Sell
4,756
-18,990
-80% -$2.27M 0.03% 243
2013
Q3 		$2.6M Buy
23,746
+686
+3% +$75.4K 0.15% 144
2013
Q2 		$2.44M Buy
+23,060
New +$2.51M 0.14% 145

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Evercore Wealth Management's KSU Position: Q1 2018 in Review

Evercore Wealth Management sold out of Kansas City Southern (KSU) in Q1 2018, closing a stake of 200 shares — an estimated $21K sold.

Evercore Wealth Management first reported a position in KSU in Q2 2013 and held it in 19 quarters. The position peaked at $2.6M in Q3 2013. 570 funds tracked by Wall St. Rank hold KSU as of Q1 2018.

  • Evercore Wealth Management reported no remaining Kansas City Southern position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 200 Kansas City Southern shares in Q1 2018, an estimated $21K.
  • Evercore Wealth Management first reported a position in Kansas City Southern in Q2 2013 and held it in 19 quarters.
  • Evercore Wealth Management's Kansas City Southern position peaked at $2.6M in Q3 2013.
  • 570 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.