Norman Fields Gottscho Capital Management’s Kansas City Southern KSU Stock Holding History

Norman Fields Gottscho Capital Management’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	–	Sell	-7,620	Closed	-$686K	–	80
2016 Q2	$686K	Sell	7,620 -4,050	-35%	-$369K	0.48%	41
2016 Q1	$997K	Buy	11,670 +2,240	+24%	+$175K	0.66%	31
2015 Q4	$704K	Sell	9,430 -1,215	-11%	-$104K	0.5%	40
2015 Q3	$967K	Buy	+10,645	New	+$1M	0.66%	34

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

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

Norman Fields Gottscho Capital Management's KSU Position: Q3 2016 in Review

Norman Fields Gottscho Capital Management sold out of Kansas City Southern (KSU) in Q3 2016, closing a stake of 7,620 shares — an estimated $686K sold.

Norman Fields Gottscho Capital Management first reported a position in KSU in Q3 2015 and held it in 4 quarters. The position peaked at $997K in Q1 2016. 509 funds tracked by Wall St. Rank hold KSU as of Q3 2016.

Norman Fields Gottscho Capital Management reported no remaining Kansas City Southern position as of Q3 2016 after selling out during the quarter.
Norman Fields Gottscho Capital Management sold 7,620 Kansas City Southern shares in Q3 2016, an estimated $686K.
Norman Fields Gottscho Capital Management first reported a position in Kansas City Southern in Q3 2015 and held it in 4 quarters.
Norman Fields Gottscho Capital Management's Kansas City Southern position peaked at $997K in Q1 2016.
509 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2016.

Based on Norman Fields Gottscho Capital Management's 13F filing for Q3 2016, filed 4 Oct 2016.