MI
KSU

Montage Investments’s Kansas City Southern KSU Stock Holding History

Montage Investments’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
Q3 		$535K Sell
5,729
-4,000
-41% -$379K 0.29% 112
2016
Q2 		$876K Sell
9,729
-700
-7% -$63.7K 0.61% 68
2016
Q1 		$891K Buy
+10,429
New +$814K 0.64% 58

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Montage Investments's KSU Position: Q3 2016 in Review

Montage Investments reduced its Kansas City Southern (KSU) stake by 41% in Q3 2016, selling an estimated $379K and leaving 5,729 shares worth $535K. The position accounts for 0.29% of the portfolio, ranked #112.

Montage Investments first reported a position in KSU in Q1 2016 and has held it in 3 quarters since. The position peaked at $891K in Q1 2016. 509 funds tracked by Wall St. Rank hold KSU as of Q3 2016.

  • Montage Investments held 5,729 shares of Kansas City Southern worth $535K as of Q3 2016.
  • Montage Investments sold 4,000 Kansas City Southern shares in Q3 2016, an estimated $379K.
  • Kansas City Southern made up 0.29% of Montage Investments's portfolio in Q3 2016, its #112 holding.
  • Montage Investments first reported a position in Kansas City Southern in Q1 2016 and has held it in 3 quarters since.
  • Montage Investments's Kansas City Southern position peaked at $891K in Q1 2016.
  • 509 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.