GWCM
KSU

Godshalk Welsh Capital Management’s Kansas City Southern KSU Stock Holding History

Godshalk Welsh Capital Management’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
-2,850
Closed -$213K – 142
2015
Q4 		$213K Sell
2,850
-400
-12% -$34.2K 0.22% 132
2015
Q3 		$295K Sell
3,250
-350
-10% -$33K 0.32% 111
2015
Q2 		$328K Sell
3,600
-475
-12% -$46.9K 0.33% 105
2015
Q1 		$416K Buy
4,075
+39
+1% +$4.42K 0.43% 90
2014
Q4 		$493K Buy
+4,036
New +$483K 0.45% 81

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 $3.37T AUM 44.26% 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 16.26% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Godshalk Welsh Capital Management's KSU Position: Q1 2016 in Review

Godshalk Welsh Capital Management sold out of Kansas City Southern (KSU) in Q1 2016, closing a stake of 2,850 shares — an estimated $213K sold.

Godshalk Welsh Capital Management first reported a position in KSU in Q4 2014 and held it in 5 quarters. The position peaked at $493K in Q4 2014. 484 funds tracked by Wall St. Rank hold KSU as of Q1 2016.

  • Godshalk Welsh Capital Management reported no remaining Kansas City Southern position as of Q1 2016 after selling out during the quarter.
  • Godshalk Welsh Capital Management sold 2,850 Kansas City Southern shares in Q1 2016, an estimated $213K.
  • Godshalk Welsh Capital Management first reported a position in Kansas City Southern in Q4 2014 and held it in 5 quarters.
  • Godshalk Welsh Capital Management's Kansas City Southern position peaked at $493K in Q4 2014.
  • 484 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2016.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2016, filed 13 May 2016.