FFA
KSU

First Foundation Advisors’s Kansas City Southern KSU Stock Holding History

First Foundation Advisors’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
Q1 		– Sell
-5,300
Closed -$396K – 330
2015
Q4 		$396K Hold
5,300
– – 0.03% 196
2015
Q3 		$482K Hold
5,300
– – 0.04% 151
2015
Q2 		$483K Buy
+5,300
New +$523K 0.04% 152

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

First Foundation Advisors's KSU Position: Q1 2016 in Review

First Foundation Advisors sold out of Kansas City Southern (KSU) in Q1 2016, closing a stake of 5,300 shares — an estimated $396K sold.

First Foundation Advisors first reported a position in KSU in Q2 2015 and held it in 3 quarters. The position peaked at $483K in Q2 2015. 484 funds tracked by Wall St. Rank hold KSU as of Q1 2016.

  • First Foundation Advisors reported no remaining Kansas City Southern position as of Q1 2016 after selling out during the quarter.
  • First Foundation Advisors sold 5,300 Kansas City Southern shares in Q1 2016, an estimated $396K.
  • First Foundation Advisors first reported a position in Kansas City Southern in Q2 2015 and held it in 3 quarters.
  • First Foundation Advisors's Kansas City Southern position peaked at $483K in Q2 2015.
  • 484 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2016.

Based on First Foundation Advisors's 13F filing for Q1 2016, filed 13 May 2016.