NIS
KSU

National Investment Services’s Kansas City Southern KSU Stock Holding History

National Investment 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
2016
Q4 		– Sell
-21,317
Closed -$1.99M – 64
2016
Q3 		$1.99M Sell
21,317
-213
-1% -$20.2K 2.25% 26
2016
Q2 		$1.94M Buy
+21,530
New +$1.96M 2.22% 28

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 16.26% 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 18.14% 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

National Investment Services's KSU Position: Q4 2016 in Review

National Investment Services sold out of Kansas City Southern (KSU) in Q4 2016, closing a stake of 21,317 shares — an estimated $1.99M sold.

National Investment Services first reported a position in KSU in Q2 2016 and held it in 2 quarters. The position peaked at $1.99M in Q3 2016. 525 funds tracked by Wall St. Rank hold KSU as of Q4 2016.

  • National Investment Services reported no remaining Kansas City Southern position as of Q4 2016 after selling out during the quarter.
  • National Investment Services sold 21,317 Kansas City Southern shares in Q4 2016, an estimated $1.99M.
  • National Investment Services first reported a position in Kansas City Southern in Q2 2016 and held it in 2 quarters.
  • National Investment Services's Kansas City Southern position peaked at $1.99M in Q3 2016.
  • 525 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2016.

Based on National Investment Services's 13F filing for Q4 2016, filed 25 Jan 2017.