IIM
KSU

Intact Investment Management’s Kansas City Southern KSU Stock Holding History

Intact Investment 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
2018
Q4 		– Sell
-2,400
Closed -$272K – 265
2018
Q3 		$272K Hold
2,400
– – 0.01% 219
2018
Q2 		$254K Buy
+2,400
New +$261K 0.01% 221
2017
Q2 		– Sell
-2,800
Closed -$240K – 285
2017
Q1 		$240K Sell
2,800
-2,700
-49% -$231K 0.01% 246
2016
Q4 		$467K Buy
+5,500
New +$485K 0.02% 197
2014
Q3 		– Sell
-9,400
Closed -$1.01M – 259
2014
Q2 		$1.01M Buy
9,400
+2,100
+29% +$217K 0.04% 111
2014
Q1 		$745K Buy
+7,300
New +$753K 0.03% 135

Other funds holding KSU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Intact Investment Management's KSU Position: Q4 2018 in Review

Intact Investment Management sold out of Kansas City Southern (KSU) in Q4 2018, closing a stake of 2,400 shares — an estimated $272K sold.

Intact Investment Management first reported a position in KSU in Q1 2014 and held it in 6 quarters. The position peaked at $1.01M in Q2 2014. 573 funds tracked by Wall St. Rank hold KSU as of Q4 2018.

  • Intact Investment Management reported no remaining Kansas City Southern position as of Q4 2018 after selling out during the quarter.
  • Intact Investment Management sold 2,400 Kansas City Southern shares in Q4 2018, an estimated $272K.
  • Intact Investment Management first reported a position in Kansas City Southern in Q1 2014 and held it in 6 quarters.
  • Intact Investment Management's Kansas City Southern position peaked at $1.01M in Q2 2014.
  • 573 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2018.

Based on Intact Investment Management's 13F filing for Q4 2018, filed 22 Jan 2019.