Girard Partners’s Kansas City Southern KSU Stock Holding History

Girard Partners’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 Q4	–	Sell	-150	Closed	-$16K	–	900
2018 Q3	$16K	Buy	+150	New	+$17.1K	﹤0.01%	648

Other funds holding KSU

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Girard Partners's KSU Position: Q4 2018 in Review

Girard Partners sold out of Kansas City Southern (KSU) in Q4 2018, closing a stake of 150 shares — an estimated $16K sold.

Girard Partners first reported a position in KSU in Q3 2018 and held it in 1 quarter. The position peaked at $16K in Q3 2018. 573 funds tracked by Wall St. Rank hold KSU as of Q4 2018.

Girard Partners reported no remaining Kansas City Southern position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 150 Kansas City Southern shares in Q4 2018, an estimated $16K.
Girard Partners first reported a position in Kansas City Southern in Q3 2018 and held it in 1 quarter.
Girard Partners's Kansas City Southern position peaked at $16K in Q3 2018.
573 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.