NEI
KSU

Northwest & Ethical Investments’s Kansas City Southern KSU Stock Holding History

Northwest & Ethical Investments’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
2017
Q4 		– Sell
-11,900
Closed -$1.29M – 370
2017
Q3 		$1.29M Buy
11,900
+300
+3% +$31.5K 0.08% 260
2017
Q2 		$1.21M Buy
+11,600
New +$1.09M 0.08% 263
2014
Q1 		– Sell
-11,000
Closed -$1.36M – 244
2013
Q4 		$1.36M Hold
11,000
– – 0.09% 176
2013
Q3 		$1.2M Buy
+11,000
New +$1.21M 0.09% 177

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Northwest & Ethical Investments's KSU Position: Q4 2017 in Review

Northwest & Ethical Investments sold out of Kansas City Southern (KSU) in Q4 2017, closing a stake of 11,900 shares — an estimated $1.29M sold.

Northwest & Ethical Investments first reported a position in KSU in Q3 2013 and held it in 4 quarters. The position peaked at $1.36M in Q4 2013. 588 funds tracked by Wall St. Rank hold KSU as of Q4 2017.

  • Northwest & Ethical Investments reported no remaining Kansas City Southern position as of Q4 2017 after selling out during the quarter.
  • Northwest & Ethical Investments sold 11,900 Kansas City Southern shares in Q4 2017, an estimated $1.29M.
  • Northwest & Ethical Investments first reported a position in Kansas City Southern in Q3 2013 and held it in 4 quarters.
  • Northwest & Ethical Investments's Kansas City Southern position peaked at $1.36M in Q4 2013.
  • 588 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2017.

Based on Northwest & Ethical Investments's 13F filing for Q4 2017, filed 8 Jul 2025.