KFS
KSU

KMS Financial Services’s Kansas City Southern KSU Stock Holding History

KMS Financial Services’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
Q2 		– Sell
-2,391
Closed -$244K – 582
2014
Q1 		$244K Buy
+2,391
New +$247K 0.04% 432

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

KMS Financial Services's KSU Position: Q2 2014 in Review

KMS Financial Services sold out of Kansas City Southern (KSU) in Q2 2014, closing a stake of 2,391 shares — an estimated $244K sold.

KMS Financial Services first reported a position in KSU in Q1 2014 and held it in 1 quarter. The position peaked at $244K in Q1 2014. 459 funds tracked by Wall St. Rank hold KSU as of Q2 2014.

  • KMS Financial Services reported no remaining Kansas City Southern position as of Q2 2014 after selling out during the quarter.
  • KMS Financial Services sold 2,391 Kansas City Southern shares in Q2 2014, an estimated $244K.
  • KMS Financial Services first reported a position in Kansas City Southern in Q1 2014 and held it in 1 quarter.
  • KMS Financial Services's Kansas City Southern position peaked at $244K in Q1 2014.
  • 459 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2014.

Based on KMS Financial Services's 13F filing for Q2 2014, filed 12 Aug 2014.