PCM
KSU

Palisade Capital Management’s Kansas City Southern KSU Stock Holding History

Palisade 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
2019
Q1 		– Sell
-4,250
Closed -$406K – 464
2018
Q4 		$406K Buy
+4,250
New +$431K 0.01% 387
2014
Q1 		– Sell
-4,000
Closed -$495K – 470
2013
Q4 		$495K Hold
4,000
– – 0.01% 394
2013
Q3 		$437K Buy
+4,000
New +$440K 0.01% 402

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Palisade Capital Management's KSU Position: Q1 2019 in Review

Palisade Capital Management sold out of Kansas City Southern (KSU) in Q1 2019, closing a stake of 4,250 shares — an estimated $406K sold.

Palisade Capital Management first reported a position in KSU in Q3 2013 and held it in 3 quarters. The position peaked at $495K in Q4 2013. 611 funds tracked by Wall St. Rank hold KSU as of Q1 2019.

  • Palisade Capital Management reported no remaining Kansas City Southern position as of Q1 2019 after selling out during the quarter.
  • Palisade Capital Management sold 4,250 Kansas City Southern shares in Q1 2019, an estimated $406K.
  • Palisade Capital Management first reported a position in Kansas City Southern in Q3 2013 and held it in 3 quarters.
  • Palisade Capital Management's Kansas City Southern position peaked at $495K in Q4 2013.
  • 611 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2019.

Based on Palisade Capital Management's 13F filing for Q1 2019, filed 13 May 2019.