MTB
KSU

Mizuho Trust & Banking’s Kansas City Southern KSU Stock Holding History

Mizuho Trust & Banking’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
2016
Q4 		– Sell
-170,994
Closed -$16M – 728
2016
Q3 		$16M Buy
170,994
+166
+0.1% +$15.7K 0.05% 424
2016
Q2 		$15.4M Sell
170,828
-1,982
-1% -$180K 0.05% 425
2016
Q1 		$14.8M Buy
172,810
+3,952
+2% +$308K 0.05% 423
2015
Q4 		$12.5M Buy
168,858
+2,102
+1% +$180K 0.04% 464
2015
Q3 		$15.2M Buy
166,756
+6,200
+4% +$585K 0.05% 389
2015
Q2 		$14.6M Buy
160,556
+4,827
+3% +$476K 0.05% 416
2015
Q1 		$15.9M Buy
155,729
+4,914
+3% +$557K 0.05% 390
2014
Q4 		$18.4M Buy
150,815
+5,658
+4% +$677K 0.06% 332
2014
Q3 		$17.6M Sell
145,157
-3,333
-2% -$380K 0.07% 324
2014
Q2 		$16M Sell
148,490
-3,426
-2% -$354K 0.06% 378
2014
Q1 		$15.5M Sell
151,916
-5,641
-4% -$582K 0.06% 373
2013
Q4 		$19M Buy
157,557
+3,533
+2% +$423K 0.07% 310
2013
Q3 		$16.3M Hold
154,024
– – 0.07% 337
2013
Q2 		$16.3M Buy
+154,024
New +$16.8M 0.07% 336

Other funds holding KSU

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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mizuho Trust & Banking's KSU Position: Q4 2016 in Review

Mizuho Trust & Banking sold out of Kansas City Southern (KSU) in Q4 2016, closing a stake of 170,994 shares — an estimated $16M sold.

Mizuho Trust & Banking first reported a position in KSU in Q2 2013 and held it in 14 quarters. The position peaked at $19M in Q4 2013. 525 funds tracked by Wall St. Rank hold KSU as of Q4 2016.

  • Mizuho Trust & Banking reported no remaining Kansas City Southern position as of Q4 2016 after selling out during the quarter.
  • Mizuho Trust & Banking sold 170,994 Kansas City Southern shares in Q4 2016, an estimated $16M.
  • Mizuho Trust & Banking first reported a position in Kansas City Southern in Q2 2013 and held it in 14 quarters.
  • Mizuho Trust & Banking's Kansas City Southern position peaked at $19M in Q4 2013.
  • 525 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2016.

Based on Mizuho Trust & Banking's 13F filing for Q4 2016, filed 14 Feb 2017.