PL
KSU

Plancorp LLC’s Kansas City Southern KSU Stock Holding History

Plancorp LLC’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
2018
Q1 		– Sell
-6,293
Closed -$662K – 172
2017
Q4 		$662K Sell
6,293
-1,352
-18% -$144K 0.22% 80
2017
Q3 		$831K Hold
7,645
– – 0.25% 61
2017
Q2 		$800K Hold
7,645
– – 0.24% 63
2017
Q1 		$656K Hold
7,645
– – 0.19% 76
2016
Q4 		$649K Buy
+7,645
New +$674K 0.18% 74

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Plancorp LLC's KSU Position: Q1 2018 in Review

Plancorp LLC sold out of Kansas City Southern (KSU) in Q1 2018, closing a stake of 6,293 shares — an estimated $662K sold.

Plancorp LLC first reported a position in KSU in Q4 2016 and held it in 5 quarters. The position peaked at $831K in Q3 2017. 570 funds tracked by Wall St. Rank hold KSU as of Q1 2018.

  • Plancorp LLC reported no remaining Kansas City Southern position as of Q1 2018 after selling out during the quarter.
  • Plancorp LLC sold 6,293 Kansas City Southern shares in Q1 2018, an estimated $662K.
  • Plancorp LLC first reported a position in Kansas City Southern in Q4 2016 and held it in 5 quarters.
  • Plancorp LLC's Kansas City Southern position peaked at $831K in Q3 2017.
  • 570 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2018.

Based on Plancorp LLC's 13F filing for Q1 2018, filed 16 Apr 2018.