IIM
KSU

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

Ivory 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
2015
Q3 		– Sell
-126,456
Closed -$11.5M – 102
2015
Q2 		$11.5M Buy
+126,456
New +$12.5M 0.28% 72

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Sands Capital Management
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 16.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Ivory Investment Management's KSU Position: Q3 2015 in Review

Ivory Investment Management sold out of Kansas City Southern (KSU) in Q3 2015, closing a stake of 126,456 shares — an estimated $11.5M sold.

Ivory Investment Management first reported a position in KSU in Q2 2015 and held it in 1 quarter. The position peaked at $11.5M in Q2 2015. 483 funds tracked by Wall St. Rank hold KSU as of Q3 2015.

  • Ivory Investment Management reported no remaining Kansas City Southern position as of Q3 2015 after selling out during the quarter.
  • Ivory Investment Management sold 126,456 Kansas City Southern shares in Q3 2015, an estimated $11.5M.
  • Ivory Investment Management first reported a position in Kansas City Southern in Q2 2015 and held it in 1 quarter.
  • Ivory Investment Management's Kansas City Southern position peaked at $11.5M in Q2 2015.
  • 483 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2015.

Based on Ivory Investment Management's 13F filing for Q3 2015, filed 13 Nov 2015.