JIP
KSU

Jaffetilchin Investment Partners’s Kansas City Southern KSU Stock Holding History

Jaffetilchin Investment Partners’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
2013
Q3 		– Sell
-2,423
Closed -$257K – 208
2013
Q2 		$257K Buy
+2,423
New +$264K 0.18% 148

Other funds holding KSU

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Jaffetilchin Investment Partners's KSU Position: Q3 2013 in Review

Jaffetilchin Investment Partners sold out of Kansas City Southern (KSU) in Q3 2013, closing a stake of 2,423 shares — an estimated $257K sold.

Jaffetilchin Investment Partners first reported a position in KSU in Q2 2013 and held it in 1 quarter. The position peaked at $257K in Q2 2013. 437 funds tracked by Wall St. Rank hold KSU as of Q3 2013.

  • Jaffetilchin Investment Partners reported no remaining Kansas City Southern position as of Q3 2013 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 2,423 Kansas City Southern shares in Q3 2013, an estimated $257K.
  • Jaffetilchin Investment Partners first reported a position in Kansas City Southern in Q2 2013 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Kansas City Southern position peaked at $257K in Q2 2013.
  • 437 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2013.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2013, filed 8 Nov 2013.