PAIA
KSU

Park Avenue Institutional Advisers’s Kansas City Southern KSU Stock Holding History

Park Avenue Institutional Advisers’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
-688
Closed -$62K – 448
2016
Q2 		$62K Hold
688
– – 0.05% 387
2016
Q1 		$59K Sell
688
-19
-3% -$1.48K 0.05% 395
2015
Q4 		$53K Sell
707
-28
-4% -$2.39K 0.05% 413
2015
Q3 		$67K Sell
735
-10
-1% -$943 0.06% 361
2015
Q2 		$68K Buy
+745
New +$73.5K 0.05% 370

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Fidelity Investments
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

Park Avenue Institutional Advisers's KSU Position: Q3 2016 in Review

Park Avenue Institutional Advisers sold out of Kansas City Southern (KSU) in Q3 2016, closing a stake of 688 shares — an estimated $62K sold.

Park Avenue Institutional Advisers first reported a position in KSU in Q2 2015 and held it in 5 quarters. The position peaked at $68K in Q2 2015. 509 funds tracked by Wall St. Rank hold KSU as of Q3 2016.

  • Park Avenue Institutional Advisers reported no remaining Kansas City Southern position as of Q3 2016 after selling out during the quarter.
  • Park Avenue Institutional Advisers sold 688 Kansas City Southern shares in Q3 2016, an estimated $62K.
  • Park Avenue Institutional Advisers first reported a position in Kansas City Southern in Q2 2015 and held it in 5 quarters.
  • Park Avenue Institutional Advisers's Kansas City Southern position peaked at $68K in Q2 2015.
  • 509 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2016.

Based on Park Avenue Institutional Advisers's 13F filing for Q3 2016, filed 15 Feb 2017.