Guardian Investor Services’s Kansas City Southern KSU Stock Holding History

Guardian Investor Services’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
2015 Q1	$78K	Hold	762	–	–	0.06%	350
2014 Q4	$93K	Sell	762 -21	-3%	-$2.51K	0.07%	310
2014 Q3	$95K	Sell	783 -38	-5%	-$4.33K	0.08%	303
2014 Q2	$88K	Sell	821 -29	-3%	-$3K	0.07%	333
2014 Q1	$87K	Sell	850 -45	-5%	-$4.64K	0.07%	335
2013 Q4	$111K	Hold	895	–	–	0.08%	291
2013 Q3	$98K	Hold	895	–	–	0.08%	300
2013 Q2	$95K	Buy	+895	New	+$97.3K	0.08%	295

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Guardian Investor Services's KSU Position: Q1 2015 in Review

Guardian Investor Services held its Kansas City Southern (KSU) position steady in Q1 2015 at 762 shares worth $78K. The position accounts for 0.06% of the portfolio, ranked #350.

Guardian Investor Services first reported a position in KSU in Q2 2013 and has held it in 8 quarters since. The position peaked at $111K in Q4 2013. 474 funds tracked by Wall St. Rank hold KSU as of Q1 2015.

Guardian Investor Services held 762 shares of Kansas City Southern worth $78K as of Q1 2015.
Guardian Investor Services left its Kansas City Southern share count unchanged in Q1 2015.
Kansas City Southern made up 0.06% of Guardian Investor Services's portfolio in Q1 2015, its #350 holding.
Guardian Investor Services first reported a position in Kansas City Southern in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Kansas City Southern position peaked at $111K in Q4 2013.
474 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.