G
KSU

GlobalBridge’s Kansas City Southern KSU Stock Holding History

GlobalBridge’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
2014
Q1 		$205K Sell
2,013
-551
-21% -$56.8K 0.1% 321
2013
Q4 		$317K Buy
2,564
+145
+6% +$17.4K 0.16% 213
2013
Q3 		$265K Sell
2,419
-88
-4% -$9.67K 0.14% 238
2013
Q2 		$266K Buy
+2,507
New +$273K 0.14% 235

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

GlobalBridge's KSU Position: Q1 2014 in Review

GlobalBridge reduced its Kansas City Southern (KSU) stake by 21% in Q1 2014, selling an estimated $56.8K and leaving 2,013 shares worth $205K. The position accounts for 0.1% of the portfolio, ranked #321.

GlobalBridge first reported a position in KSU in Q2 2013 and has held it in 4 quarters since. The position peaked at $317K in Q4 2013. 457 funds tracked by Wall St. Rank hold KSU as of Q1 2014.

  • GlobalBridge held 2,013 shares of Kansas City Southern worth $205K as of Q1 2014.
  • GlobalBridge sold 551 Kansas City Southern shares in Q1 2014, an estimated $56.8K.
  • Kansas City Southern made up 0.1% of GlobalBridge's portfolio in Q1 2014, its #321 holding.
  • GlobalBridge first reported a position in Kansas City Southern in Q2 2013 and has held it in 4 quarters since.
  • GlobalBridge's Kansas City Southern position peaked at $317K in Q4 2013.
  • 457 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2014.

Based on GlobalBridge's 13F filing for Q1 2014, filed 8 Apr 2014.