GBT
KSU

Grove Bank & Trust’s Kansas City Southern KSU Stock Holding History

Grove Bank & Trust’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
Q1 		– Sell
-65
Closed -$7K – 488
2017
Q4 		$7K Sell
65
-70
-52% -$7.46K ﹤0.01% 469
2017
Q3 		$15K Hold
135
– – 0.01% 428
2017
Q2 		$14K Buy
135
+70
+108% +$6.56K 0.01% 427
2017
Q1 		$6K Hold
65
– – ﹤0.01% 410
2016
Q4 		$6K Buy
+65
New +$5.73K ﹤0.01% 446

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Grove Bank & Trust's KSU Position: Q1 2018 in Review

Grove Bank & Trust sold out of Kansas City Southern (KSU) in Q1 2018, closing a stake of 65 shares — an estimated $7K sold.

Grove Bank & Trust first reported a position in KSU in Q4 2016 and held it in 5 quarters. The position peaked at $15K in Q3 2017. 570 funds tracked by Wall St. Rank hold KSU as of Q1 2018.

  • Grove Bank & Trust reported no remaining Kansas City Southern position as of Q1 2018 after selling out during the quarter.
  • Grove Bank & Trust sold 65 Kansas City Southern shares in Q1 2018, an estimated $7K.
  • Grove Bank & Trust first reported a position in Kansas City Southern in Q4 2016 and held it in 5 quarters.
  • Grove Bank & Trust's Kansas City Southern position peaked at $15K in Q3 2017.
  • 570 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2018.

Based on Grove Bank & Trust's 13F filing for Q1 2018, filed 7 May 2018.