PG
KSU

Patten Group’s Kansas City Southern KSU Stock Holding History

Patten 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
2019
Q1 		– Sell
-425
Closed -$41K – 582
2018
Q4 		$41K Buy
425
+25
+6% +$2.54K 0.02% 310
2018
Q3 		$45K Buy
400
+100
+33% +$11.4K 0.02% 335
2018
Q2 		$32K Hold
300
– – 0.01% 367
2018
Q1 		$33K Hold
300
– – 0.01% 361
2017
Q4 		$32K Sell
300
-60
-17% -$6.4K 0.01% 384
2017
Q3 		$39K Hold
360
– – 0.02% 353
2017
Q2 		$37K Sell
360
-50
-12% -$4.69K 0.02% 360
2017
Q1 		$36K Buy
410
+25
+6% +$2.14K 0.02% 343
2016
Q4 		$33K Hold
385
– – 0.01% 343
2016
Q3 		$36K Hold
385
– – 0.02% 344
2016
Q2 		$34.7K Hold
385
– – 0.02% 341
2016
Q1 		$32.9K Hold
385
– – 0.02% 345
2015
Q4 		$28.7K Buy
+385
New +$32.9K 0.01% 380

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

Patten Group's KSU Position: Q1 2019 in Review

Patten Group sold out of Kansas City Southern (KSU) in Q1 2019, closing a stake of 425 shares — an estimated $41K sold.

Patten Group first reported a position in KSU in Q4 2015 and held it in 13 quarters. The position peaked at $45K in Q3 2018. 611 funds tracked by Wall St. Rank hold KSU as of Q1 2019.

  • Patten Group reported no remaining Kansas City Southern position as of Q1 2019 after selling out during the quarter.
  • Patten Group sold 425 Kansas City Southern shares in Q1 2019, an estimated $41K.
  • Patten Group first reported a position in Kansas City Southern in Q4 2015 and held it in 13 quarters.
  • Patten Group's Kansas City Southern position peaked at $45K in Q3 2018.
  • 611 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.