NPC
KSU

National Planning Corporation’s Kansas City Southern KSU Stock Holding History

National Planning Corporation’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
-1,823
Closed -$206K – 2236
2014
Q4 		$206K Sell
1,823
-190
-9% -$22.7K 0.01% 658
2014
Q3 		$246K Sell
2,013
-1,169
-37% -$133K 0.02% 611
2014
Q2 		$342K Sell
3,182
-30
-0.9% -$3.1K 0.03% 528
2014
Q1 		$335K Buy
3,212
+147
+5% +$15.2K 0.03% 510
2013
Q4 		$378K Buy
3,065
+121
+4% +$14.5K 0.03% 458
2013
Q3 		$330K Buy
+2,944
New +$324K 0.03% 464

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 $3.37T AUM 44.26% 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

National Planning Corporation's KSU Position: Q1 2015 in Review

National Planning Corporation sold out of Kansas City Southern (KSU) in Q1 2015, closing a stake of 1,823 shares — an estimated $206K sold.

National Planning Corporation first reported a position in KSU in Q3 2013 and held it in 6 quarters. The position peaked at $378K in Q4 2013. 474 funds tracked by Wall St. Rank hold KSU as of Q1 2015.

  • National Planning Corporation reported no remaining Kansas City Southern position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 1,823 Kansas City Southern shares in Q1 2015, an estimated $206K.
  • National Planning Corporation first reported a position in Kansas City Southern in Q3 2013 and held it in 6 quarters.
  • National Planning Corporation's Kansas City Southern position peaked at $378K in Q4 2013.
  • 474 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.