GHA
KSU

Garcia Hamilton & Associates’s Kansas City Southern KSU Stock Holding History

Garcia Hamilton & Associates’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
2017
Q2 		– Sell
-2,765
Closed -$249K – 74
2017
Q1 		$249K Sell
2,765
-1,295
-32% -$111K 0.22% 73
2016
Q4 		$344K Buy
+4,060
New +$358K 0.2% 73

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Garcia Hamilton & Associates's KSU Position: Q2 2017 in Review

Garcia Hamilton & Associates sold out of Kansas City Southern (KSU) in Q2 2017, closing a stake of 2,765 shares — an estimated $249K sold.

Garcia Hamilton & Associates first reported a position in KSU in Q4 2016 and held it in 2 quarters. The position peaked at $344K in Q4 2016. 508 funds tracked by Wall St. Rank hold KSU as of Q2 2017.

  • Garcia Hamilton & Associates reported no remaining Kansas City Southern position as of Q2 2017 after selling out during the quarter.
  • Garcia Hamilton & Associates sold 2,765 Kansas City Southern shares in Q2 2017, an estimated $249K.
  • Garcia Hamilton & Associates first reported a position in Kansas City Southern in Q4 2016 and held it in 2 quarters.
  • Garcia Hamilton & Associates's Kansas City Southern position peaked at $344K in Q4 2016.
  • 508 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2017.

Based on Garcia Hamilton & Associates's 13F filing for Q2 2017, filed 15 Aug 2017.