MFS
KSU

Monetta Financial Services’s Kansas City Southern KSU Stock Holding History

Monetta Financial Services’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
Q1 		– Sell
-16,000
Closed -$1.95M – 112
2014
Q4 		$1.95M Buy
+16,000
New +$1.91M 1.01% 37

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Monetta Financial Services's KSU Position: Q1 2015 in Review

Monetta Financial Services sold out of Kansas City Southern (KSU) in Q1 2015, closing a stake of 16,000 shares — an estimated $1.95M sold.

Monetta Financial Services first reported a position in KSU in Q4 2014 and held it in 1 quarter. The position peaked at $1.95M in Q4 2014. 474 funds tracked by Wall St. Rank hold KSU as of Q1 2015.

  • Monetta Financial Services reported no remaining Kansas City Southern position as of Q1 2015 after selling out during the quarter.
  • Monetta Financial Services sold 16,000 Kansas City Southern shares in Q1 2015, an estimated $1.95M.
  • Monetta Financial Services first reported a position in Kansas City Southern in Q4 2014 and held it in 1 quarter.
  • Monetta Financial Services's Kansas City Southern position peaked at $1.95M in Q4 2014.
  • 474 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2015.

Based on Monetta Financial Services's 13F filing for Q1 2015, filed 11 May 2015.