PFS
KSU

Penseco Financial Services’s Kansas City Southern KSU Stock Holding History

Penseco Financial Services’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
2013
Q3 		$44K Hold
400
– – 0.03% 149
2013
Q2 		$42K Buy
+400
New +$43.5K 0.03% 149

Other funds holding KSU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Penseco Financial Services's KSU Position: Q3 2013 in Review

Penseco Financial Services held its Kansas City Southern (KSU) position steady in Q3 2013 at 400 shares worth $44K. The position accounts for 0.03% of the portfolio, ranked #149.

Penseco Financial Services first reported a position in KSU in Q2 2013 and has held it in 2 quarters since. 437 funds tracked by Wall St. Rank hold KSU as of Q3 2013.

  • Penseco Financial Services held 400 shares of Kansas City Southern worth $44K as of Q3 2013.
  • Penseco Financial Services left its Kansas City Southern share count unchanged in Q3 2013.
  • Kansas City Southern made up 0.03% of Penseco Financial Services's portfolio in Q3 2013, its #149 holding.
  • Penseco Financial Services first reported a position in Kansas City Southern in Q2 2013 and has held it in 2 quarters since.
  • 437 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2013.

Based on Penseco Financial Services's 13F filing for Q3 2013, filed 4 Oct 2013.