PIA
KSU

Peachtree Investment Advisors’s Kansas City Southern KSU Stock Holding History

Peachtree Investment Advisors’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
2015
Q3 		– Sell
-500
Closed -$46K – 266
2015
Q2 		$46K Hold
500
– – 0.03% 198
2015
Q1 		$51K Hold
500
– – 0.04% 201
2014
Q4 		$61K Hold
500
– – 0.04% 196
2014
Q3 		$61K Buy
+500
New +$57K 0.04% 195

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Peachtree Investment Advisors's KSU Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Kansas City Southern (KSU) in Q3 2015, closing a stake of 500 shares — an estimated $46K sold.

Peachtree Investment Advisors first reported a position in KSU in Q3 2014 and held it in 4 quarters. The position peaked at $61K in Q4 2014. 483 funds tracked by Wall St. Rank hold KSU as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Kansas City Southern position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 500 Kansas City Southern shares in Q3 2015, an estimated $46K.
  • Peachtree Investment Advisors first reported a position in Kansas City Southern in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Kansas City Southern position peaked at $61K in Q4 2014.
  • 483 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.