ICAS
KSU

Investors Capital Advisory Services’s Kansas City Southern KSU Stock Holding History

Investors Capital Advisory 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 		– Sell
-2,294
Closed -$279K – 767
2014
Q4 		$279K Buy
+2,294
New +$274K 0.05% 467

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Investors Capital Advisory Services's KSU Position: Q1 2015 in Review

Investors Capital Advisory Services sold out of Kansas City Southern (KSU) in Q1 2015, closing a stake of 2,294 shares — an estimated $279K sold.

Investors Capital Advisory Services first reported a position in KSU in Q4 2014 and held it in 1 quarter. The position peaked at $279K in Q4 2014. 474 funds tracked by Wall St. Rank hold KSU as of Q1 2015.

  • Investors Capital Advisory Services reported no remaining Kansas City Southern position as of Q1 2015 after selling out during the quarter.
  • Investors Capital Advisory Services sold 2,294 Kansas City Southern shares in Q1 2015, an estimated $279K.
  • Investors Capital Advisory Services first reported a position in Kansas City Southern in Q4 2014 and held it in 1 quarter.
  • Investors Capital Advisory Services's Kansas City Southern position peaked at $279K in Q4 2014.
  • 474 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2015.

Based on Investors Capital Advisory Services's 13F filing for Q1 2015, filed 12 May 2015.