GSC
KSU

Ground Swell Capital’s Kansas City Southern KSU Stock Holding History

Ground Swell Capital’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
Q3 		$23K Buy
186
+62
+50% +$7.07K 0.04% 474
2014
Q2 		$13K Buy
+124
New +$12.8K 0.03% 616

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Ground Swell Capital's KSU Position: Q3 2014 in Review

Ground Swell Capital increased its Kansas City Southern (KSU) stake by 50% in Q3 2014, buying an estimated $7.07K and bringing the position to 186 shares worth $23K. The position accounts for 0.04% of the portfolio, ranked #474.

Ground Swell Capital first reported a position in KSU in Q2 2014 and has held it in 2 quarters since. 451 funds tracked by Wall St. Rank hold KSU as of Q3 2014.

  • Ground Swell Capital held 186 shares of Kansas City Southern worth $23K as of Q3 2014.
  • Ground Swell Capital bought 62 Kansas City Southern shares in Q3 2014, an estimated $7.07K.
  • Kansas City Southern made up 0.04% of Ground Swell Capital's portfolio in Q3 2014, its #474 holding.
  • Ground Swell Capital first reported a position in Kansas City Southern in Q2 2014 and has held it in 2 quarters since.
  • 451 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.