IIM
KSU

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

Ipswich 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
2019
Q1 		– Sell
-40
Closed -$4K – 422
2018
Q4 		$4K Buy
+40
New +$4.06K ﹤0.01% 416
2016
Q2 		– Sell
-290
Closed -$27K – 347
2016
Q1 		$27K Buy
+290
New +$22.6K 0.01% 276

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 $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ipswich Investment Management's KSU Position: Q1 2019 in Review

Ipswich Investment Management sold out of Kansas City Southern (KSU) in Q1 2019, closing a stake of 40 shares — an estimated $4K sold.

Ipswich Investment Management first reported a position in KSU in Q1 2016 and held it in 2 quarters. The position peaked at $27K in Q1 2016. 611 funds tracked by Wall St. Rank hold KSU as of Q1 2019.

  • Ipswich Investment Management reported no remaining Kansas City Southern position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 40 Kansas City Southern shares in Q1 2019, an estimated $4K.
  • Ipswich Investment Management first reported a position in Kansas City Southern in Q1 2016 and held it in 2 quarters.
  • Ipswich Investment Management's Kansas City Southern position peaked at $27K in Q1 2016.
  • 611 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.