LMIM
KSU

Lockheed Martin Investment Management’s Kansas City Southern KSU Stock Holding History

Lockheed Martin 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
-2,265
Closed -$207K – 136
2015
Q2 		$207K Buy
+2,265
New +$224K 0.01% 125

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 16.07% 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

Lockheed Martin Investment Management's KSU Position: Q3 2015 in Review

Lockheed Martin Investment Management sold out of Kansas City Southern (KSU) in Q3 2015, closing a stake of 2,265 shares — an estimated $207K sold.

Lockheed Martin Investment Management first reported a position in KSU in Q2 2015 and held it in 1 quarter. The position peaked at $207K in Q2 2015. 483 funds tracked by Wall St. Rank hold KSU as of Q3 2015.

  • Lockheed Martin Investment Management reported no remaining Kansas City Southern position as of Q3 2015 after selling out during the quarter.
  • Lockheed Martin Investment Management sold 2,265 Kansas City Southern shares in Q3 2015, an estimated $207K.
  • Lockheed Martin Investment Management first reported a position in Kansas City Southern in Q2 2015 and held it in 1 quarter.
  • Lockheed Martin Investment Management's Kansas City Southern position peaked at $207K in Q2 2015.
  • 483 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2015.

Based on Lockheed Martin Investment Management's 13F filing for Q3 2015, filed 12 Nov 2015.