MCM
KSU

Manchester Capital Management’s Kansas City Southern KSU Stock Holding History

Manchester Capital 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
2013
Q4 		– Sell
-500
Closed -$55K – 973
2013
Q3 		$55K Sell
500
-1,500
-75% -$165K 0.01% 590
2013
Q2 		$212K Buy
+2,000
New +$218K 0.04% 294

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Manchester Capital Management's KSU Position: Q4 2013 in Review

Manchester Capital Management sold out of Kansas City Southern (KSU) in Q4 2013, closing a stake of 500 shares — an estimated $55K sold.

Manchester Capital Management first reported a position in KSU in Q2 2013 and held it in 2 quarters. The position peaked at $212K in Q2 2013. 465 funds tracked by Wall St. Rank hold KSU as of Q4 2013.

  • Manchester Capital Management reported no remaining Kansas City Southern position as of Q4 2013 after selling out during the quarter.
  • Manchester Capital Management sold 500 Kansas City Southern shares in Q4 2013, an estimated $55K.
  • Manchester Capital Management first reported a position in Kansas City Southern in Q2 2013 and held it in 2 quarters.
  • Manchester Capital Management's Kansas City Southern position peaked at $212K in Q2 2013.
  • 465 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2013.

Based on Manchester Capital Management's 13F filing for Q4 2013, filed 10 Feb 2014.