MSFP
KSU

Mark Sheptoff Financial Planning’s Kansas City Southern KSU Stock Holding History

Mark Sheptoff Financial Planning’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
-13
Closed -$1K – 455
2015
Q2 		$1K Sell
13
-87
-87% -$8.59K ﹤0.01% 380
2015
Q1 		$10K Hold
100
– – 0.01% 267
2014
Q4 		$12K Hold
100
– – 0.01% 257
2014
Q3 		$12K Sell
100
-200
-67% -$22.8K 0.01% 267
2014
Q2 		$32K Sell
300
-1,325
-82% -$137K 0.03% 198
2014
Q1 		$166K Buy
+1,625
New +$168K 0.15% 108

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

Mark Sheptoff Financial Planning's KSU Position: Q3 2015 in Review

Mark Sheptoff Financial Planning sold out of Kansas City Southern (KSU) in Q3 2015, closing a stake of 13 shares — an estimated $1K sold.

Mark Sheptoff Financial Planning first reported a position in KSU in Q1 2014 and held it in 6 quarters. The position peaked at $166K in Q1 2014. 483 funds tracked by Wall St. Rank hold KSU as of Q3 2015.

  • Mark Sheptoff Financial Planning reported no remaining Kansas City Southern position as of Q3 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 13 Kansas City Southern shares in Q3 2015, an estimated $1K.
  • Mark Sheptoff Financial Planning first reported a position in Kansas City Southern in Q1 2014 and held it in 6 quarters.
  • Mark Sheptoff Financial Planning's Kansas City Southern position peaked at $166K in Q1 2014.
  • 483 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2015, filed 12 Nov 2015.