KB
KSU

Kimelman & Baird’s Kansas City Southern KSU Stock Holding History

Kimelman & Baird’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
2018
Q3 		– Sell
-3,000
Closed -$318K – 111
2018
Q2 		$318K Buy
+3,000
New +$326K 0.04% 89
2017
Q4 		$631K Hold
6,000
– – 0.09% 73
2017
Q3 		$652K Hold
6,000
– – 0.1% 73
2017
Q2 		$628K Sell
6,000
-2,000
-25% -$188K 0.1% 74
2017
Q1 		$686K Hold
8,000
– – 0.1% 70
2016
Q4 		$679K Buy
+8,000
New +$705K 0.11% 67

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 $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kimelman & Baird's KSU Position: Q3 2018 in Review

Kimelman & Baird sold out of Kansas City Southern (KSU) in Q3 2018, closing a stake of 3,000 shares — an estimated $318K sold.

Kimelman & Baird first reported a position in KSU in Q4 2016 and held it in 6 quarters. The position peaked at $686K in Q1 2017. 614 funds tracked by Wall St. Rank hold KSU as of Q3 2018.

  • Kimelman & Baird reported no remaining Kansas City Southern position as of Q3 2018 after selling out during the quarter.
  • Kimelman & Baird sold 3,000 Kansas City Southern shares in Q3 2018, an estimated $318K.
  • Kimelman & Baird first reported a position in Kansas City Southern in Q4 2016 and held it in 6 quarters.
  • Kimelman & Baird's Kansas City Southern position peaked at $686K in Q1 2017.
  • 614 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2018.

Based on Kimelman & Baird's 13F filing for Q3 2018, filed 30 Jan 2019.