GWM
KSU

Gupta Wealth Management’s Kansas City Southern KSU Stock Holding History

Gupta Wealth 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 		$6K Hold
76
– – ﹤0.01% 949
2015
Q4 		$6K Sell
76
-23
-23% -$1.97K ﹤0.01% 1000
2015
Q3 		$9K Sell
99
-24
-20% -$2.26K ﹤0.01% 941
2015
Q2 		$11K Sell
123
-292
-70% -$28.8K ﹤0.01% 883
2015
Q1 		$42K Buy
+415
New +$47K 0.01% 435

Other funds holding KSU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Gupta Wealth Management's KSU Position: Q1 2016 in Review

Gupta Wealth Management held its Kansas City Southern (KSU) position steady in Q1 2016 at 76 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Gupta Wealth Management first reported a position in KSU in Q1 2015 and has held it in 5 quarters since. The position peaked at $42K in Q1 2015. 484 funds tracked by Wall St. Rank hold KSU as of Q1 2016.

  • Gupta Wealth Management held 76 shares of Kansas City Southern worth $6K as of Q1 2016.
  • Gupta Wealth Management left its Kansas City Southern share count unchanged in Q1 2016.
  • Kansas City Southern made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #949 holding.
  • Gupta Wealth Management first reported a position in Kansas City Southern in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Kansas City Southern position peaked at $42K in Q1 2015.
  • 484 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.