HCM
KSU

Hilton Capital Management’s Kansas City Southern KSU Stock Holding History

Hilton Capital 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
2019
Q4 		– Sell
-120
Closed -$16K – 306
2019
Q3 		$16K Hold
120
– – ﹤0.01% 254
2019
Q2 		$15K Hold
120
– – ﹤0.01% 288
2019
Q1 		$14K Hold
120
– – ﹤0.01% 293
2018
Q4 		$11K Hold
120
– – ﹤0.01% 264
2018
Q3 		$14K Hold
120
– – ﹤0.01% 256
2018
Q2 		$13K Buy
+120
New +$13.1K ﹤0.01% 288

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hilton Capital Management's KSU Position: Q4 2019 in Review

Hilton Capital Management sold out of Kansas City Southern (KSU) in Q4 2019, closing a stake of 120 shares — an estimated $16K sold.

Hilton Capital Management first reported a position in KSU in Q2 2018 and held it in 6 quarters. The position peaked at $16K in Q3 2019. 683 funds tracked by Wall St. Rank hold KSU as of Q4 2019.

  • Hilton Capital Management reported no remaining Kansas City Southern position as of Q4 2019 after selling out during the quarter.
  • Hilton Capital Management sold 120 Kansas City Southern shares in Q4 2019, an estimated $16K.
  • Hilton Capital Management first reported a position in Kansas City Southern in Q2 2018 and held it in 6 quarters.
  • Hilton Capital Management's Kansas City Southern position peaked at $16K in Q3 2019.
  • 683 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2019.

Based on Hilton Capital Management's 13F filing for Q4 2019, filed 13 Feb 2020.