NEIRG
KSU

New England Investment & Retirement Group’s Kansas City Southern KSU Stock Holding History

New England Investment & Retirement Group’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
2014
Q4 		– Sell
-1,775
Closed -$215K – 66
2014
Q3 		$215K Buy
+1,775
New +$202K 0.1% 60
2014
Q1 		– Sell
-1,775
Closed -$220K – 54
2013
Q4 		$220K Buy
+1,775
New +$212K 0.14% 50

Other funds holding KSU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

New England Investment & Retirement Group's KSU Position: Q4 2014 in Review

New England Investment & Retirement Group sold out of Kansas City Southern (KSU) in Q4 2014, closing a stake of 1,775 shares — an estimated $215K sold.

New England Investment & Retirement Group first reported a position in KSU in Q4 2013 and held it in 2 quarters. The position peaked at $220K in Q4 2013. 483 funds tracked by Wall St. Rank hold KSU as of Q4 2014.

  • New England Investment & Retirement Group reported no remaining Kansas City Southern position as of Q4 2014 after selling out during the quarter.
  • New England Investment & Retirement Group sold 1,775 Kansas City Southern shares in Q4 2014, an estimated $215K.
  • New England Investment & Retirement Group first reported a position in Kansas City Southern in Q4 2013 and held it in 2 quarters.
  • New England Investment & Retirement Group's Kansas City Southern position peaked at $220K in Q4 2013.
  • 483 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2014.

Based on New England Investment & Retirement Group's 13F filing for Q4 2014, filed 22 Jan 2015.