JIC
KSU

Joel Isaacson & Co’s Kansas City Southern KSU Stock Holding History

Joel Isaacson & Co’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
2014
Q4 		– Sell
-93
Closed -$11K – 668
2014
Q3 		$11K Buy
+93
New +$10.6K ﹤0.01% 481

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Joel Isaacson & Co's KSU Position: Q4 2014 in Review

Joel Isaacson & Co sold out of Kansas City Southern (KSU) in Q4 2014, closing a stake of 93 shares — an estimated $11K sold.

Joel Isaacson & Co first reported a position in KSU in Q3 2014 and held it in 1 quarter. The position peaked at $11K in Q3 2014. 483 funds tracked by Wall St. Rank hold KSU as of Q4 2014.

  • Joel Isaacson & Co reported no remaining Kansas City Southern position as of Q4 2014 after selling out during the quarter.
  • Joel Isaacson & Co sold 93 Kansas City Southern shares in Q4 2014, an estimated $11K.
  • Joel Isaacson & Co first reported a position in Kansas City Southern in Q3 2014 and held it in 1 quarter.
  • Joel Isaacson & Co's Kansas City Southern position peaked at $11K in Q3 2014.
  • 483 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2014.

Based on Joel Isaacson & Co's 13F filing for Q4 2014, filed 9 Jan 2015.