MYCIO Wealth Partners’s Kansas City Southern KSU Stock Holding History

MYCIO Wealth Partners’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	-281	Closed	-$26K	–	732
2016 Q3	$26K	Buy	281 +1	+0.4%	+$95	﹤0.01%	439
2016 Q2	$25K	Buy	280 +1	+0.4%	+$91	﹤0.01%	430
2016 Q1	$24K	Hold	279	–	–	﹤0.01%	413
2015 Q4	$21K	Sell	279 -13	-4%	-$1.11K	﹤0.01%	420
2015 Q3	$27K	Buy	292 +13	+5%	+$1.23K	0.01%	393
2015 Q2	$25K	Hold	279	–	–	﹤0.01%	400
2015 Q1	$28K	Hold	279	–	–	0.01%	361
2014 Q4	$34K	Hold	279	–	–	0.01%	318
2014 Q3	$34K	Hold	279	–	–	0.01%	298
2014 Q2	$30K	Hold	279	–	–	0.01%	336
2014 Q1	$28K	Buy	+279	New	+$28.8K	0.01%	335

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MYCIO Wealth Partners's KSU Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Kansas City Southern (KSU) in Q4 2016, closing a stake of 281 shares — an estimated $26K sold.

MYCIO Wealth Partners first reported a position in KSU in Q1 2014 and held it in 11 quarters. The position peaked at $34K in Q4 2014. 525 funds tracked by Wall St. Rank hold KSU as of Q4 2016.

MYCIO Wealth Partners reported no remaining Kansas City Southern position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 281 Kansas City Southern shares in Q4 2016, an estimated $26K.
MYCIO Wealth Partners first reported a position in Kansas City Southern in Q1 2014 and held it in 11 quarters.
MYCIO Wealth Partners's Kansas City Southern position peaked at $34K in Q4 2014.
525 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.