GCA
KSU

Greenwood Capital Associates’s Kansas City Southern KSU Stock Holding History

Greenwood Capital 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
2018
Q4 		– Sell
-6,032
Closed -$683K – 215
2018
Q3 		$683K Buy
6,032
+3,645
+153% +$415K 0.15% 87
2018
Q2 		$253K Buy
+2,387
New +$260K 0.06% 163
2018
Q1 		– Sell
-3,146
Closed -$331K – 240
2017
Q4 		$331K Buy
3,146
+931
+42% +$99.3K 0.08% 147
2017
Q3 		$241K Sell
2,215
-35
-2% -$3.67K 0.06% 159
2017
Q2 		$235K Buy
+2,250
New +$211K 0.06% 163
2015
Q1 		– Sell
-3,370
Closed -$411K – 179
2014
Q4 		$411K Buy
+3,370
New +$403K 0.12% 91

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Greenwood Capital Associates's KSU Position: Q4 2018 in Review

Greenwood Capital Associates sold out of Kansas City Southern (KSU) in Q4 2018, closing a stake of 6,032 shares — an estimated $683K sold.

Greenwood Capital Associates first reported a position in KSU in Q4 2014 and held it in 6 quarters. The position peaked at $683K in Q3 2018. 573 funds tracked by Wall St. Rank hold KSU as of Q4 2018.

  • Greenwood Capital Associates reported no remaining Kansas City Southern position as of Q4 2018 after selling out during the quarter.
  • Greenwood Capital Associates sold 6,032 Kansas City Southern shares in Q4 2018, an estimated $683K.
  • Greenwood Capital Associates first reported a position in Kansas City Southern in Q4 2014 and held it in 6 quarters.
  • Greenwood Capital Associates's Kansas City Southern position peaked at $683K in Q3 2018.
  • 573 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2018.

Based on Greenwood Capital Associates's 13F filing for Q4 2018, filed 11 Feb 2019.