HL Financial Services’s Kansas City Southern KSU Stock Holding History

HL Financial 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 Q3	–	Sell	-2,346	Closed	-$214K	–	684
2015 Q2	$214K	Sell	2,346 -102	-4%	-$10.1K	0.01%	627
2015 Q1	$250K	Sell	2,448 -7,370	-75%	-$835K	0.01%	604
2014 Q4	$1.2M	Buy	9,818 +3,885	+65%	+$465K	0.03%	236
2014 Q3	$719K	Buy	5,933 +293	+5%	+$33.4K	0.02%	331
2014 Q2	$606K	Buy	5,640 +143	+3%	+$14.8K	0.02%	374
2014 Q1	$561K	Sell	5,497 -2,983	-35%	-$308K	0.02%	372
2013 Q4	$1.05M	Sell	8,480 -1,436	-14%	-$172K	0.03%	242
2013 Q3	$1.08M	Buy	9,916 +6,882	+227%	+$757K	0.04%	224
2013 Q2	$321K	Buy	+3,034	New	+$330K	0.01%	419

Other funds holding KSU

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

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

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

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

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

WRF

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

HL Financial Services's KSU Position: Q3 2015 in Review

HL Financial Services sold out of Kansas City Southern (KSU) in Q3 2015, closing a stake of 2,346 shares — an estimated $214K sold.

HL Financial Services first reported a position in KSU in Q2 2013 and held it in 9 quarters. The position peaked at $1.2M in Q4 2014. 483 funds tracked by Wall St. Rank hold KSU as of Q3 2015.

HL Financial Services reported no remaining Kansas City Southern position as of Q3 2015 after selling out during the quarter.
HL Financial Services sold 2,346 Kansas City Southern shares in Q3 2015, an estimated $214K.
HL Financial Services first reported a position in Kansas City Southern in Q2 2013 and held it in 9 quarters.
HL Financial Services's Kansas City Southern position peaked at $1.2M in Q4 2014.
483 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2015.

Based on HL Financial Services's 13F filing for Q3 2015, filed 19 Oct 2015.