LBC
KSU

Lowe Brockenbrough & Co’s Kansas City Southern KSU Stock Holding History

Lowe Brockenbrough & 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
2017
Q1 		– Sell
-8,180
Closed -$694K – 195
2016
Q4 		$694K Buy
8,180
+5
+0.1% +$441 0.12% 138
2016
Q3 		$763K Sell
8,175
-30
-0.4% -$2.84K 0.13% 128
2016
Q2 		$739K Sell
8,205
-25
-0.3% -$2.28K 0.13% 126
2016
Q1 		$703K Buy
+8,230
New +$642K 0.12% 132

Other funds holding KSU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Lowe Brockenbrough & Co's KSU Position: Q1 2017 in Review

Lowe Brockenbrough & Co sold out of Kansas City Southern (KSU) in Q1 2017, closing a stake of 8,180 shares — an estimated $694K sold.

Lowe Brockenbrough & Co first reported a position in KSU in Q1 2016 and held it in 4 quarters. The position peaked at $763K in Q3 2016. 513 funds tracked by Wall St. Rank hold KSU as of Q1 2017.

  • Lowe Brockenbrough & Co reported no remaining Kansas City Southern position as of Q1 2017 after selling out during the quarter.
  • Lowe Brockenbrough & Co sold 8,180 Kansas City Southern shares in Q1 2017, an estimated $694K.
  • Lowe Brockenbrough & Co first reported a position in Kansas City Southern in Q1 2016 and held it in 4 quarters.
  • Lowe Brockenbrough & Co's Kansas City Southern position peaked at $763K in Q3 2016.
  • 513 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2017.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2017, filed 17 May 2017.