FHC
KSU

First Heartland Consultants’s Kansas City Southern KSU Stock Holding History

First Heartland Consultants’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
Q4 		– Sell
-1,908
Closed -$213K – 246
2013
Q3 		$213K Sell
1,908
-500
-21% -$55K 0.13% 193
2013
Q2 		$255K Buy
+2,408
New +$262K 0.15% 169

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

First Heartland Consultants's KSU Position: Q4 2013 in Review

First Heartland Consultants sold out of Kansas City Southern (KSU) in Q4 2013, closing a stake of 1,908 shares — an estimated $213K sold.

First Heartland Consultants first reported a position in KSU in Q2 2013 and held it in 2 quarters. The position peaked at $255K in Q2 2013. 465 funds tracked by Wall St. Rank hold KSU as of Q4 2013.

  • First Heartland Consultants reported no remaining Kansas City Southern position as of Q4 2013 after selling out during the quarter.
  • First Heartland Consultants sold 1,908 Kansas City Southern shares in Q4 2013, an estimated $213K.
  • First Heartland Consultants first reported a position in Kansas City Southern in Q2 2013 and held it in 2 quarters.
  • First Heartland Consultants's Kansas City Southern position peaked at $255K in Q2 2013.
  • 465 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2013.

Based on First Heartland Consultants's 13F filing for Q4 2013, filed 14 Feb 2014.