FDS
KSU

First Dallas Securities’s Kansas City Southern KSU Stock Holding History

First Dallas Securities’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
2013
Q3 		– Sell
-14,853
Closed -$1.57M – 100
2013
Q2 		$1.57M Buy
+14,853
New +$1.62M 1.21% 28

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Dallas Securities's KSU Position: Q3 2013 in Review

First Dallas Securities sold out of Kansas City Southern (KSU) in Q3 2013, closing a stake of 14,853 shares — an estimated $1.57M sold.

First Dallas Securities first reported a position in KSU in Q2 2013 and held it in 1 quarter. The position peaked at $1.57M in Q2 2013. 437 funds tracked by Wall St. Rank hold KSU as of Q3 2013.

  • First Dallas Securities reported no remaining Kansas City Southern position as of Q3 2013 after selling out during the quarter.
  • First Dallas Securities sold 14,853 Kansas City Southern shares in Q3 2013, an estimated $1.57M.
  • First Dallas Securities first reported a position in Kansas City Southern in Q2 2013 and held it in 1 quarter.
  • First Dallas Securities's Kansas City Southern position peaked at $1.57M in Q2 2013.
  • 437 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2013.

Based on First Dallas Securities's 13F filing for Q3 2013, filed 12 Nov 2013.