Plante Moran Financial Advisors’s Kansas City Southern KSU Stock Holding History

Plante Moran Financial 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
2017 Q3	–	Sell	-124	Closed	-$13K	–	885
2017 Q2	$13K	Hold	124	–	–	0.01%	529
2017 Q1	$11K	Hold	124	–	–	0.01%	567
2016 Q4	$11K	Hold	124	–	–	0.01%	583
2016 Q3	$12K	Hold	124	–	–	0.01%	577
2016 Q2	$11K	Hold	124	–	–	0.01%	522
2016 Q1	$11K	Buy	124 +19	+18%	+$1.48K	0.01%	480
2015 Q4	$8K	Hold	105	–	–	0.01%	627
2015 Q3	$10K	Hold	105	–	–	0.01%	487
2015 Q2	$10K	Hold	105	–	–	0.01%	532
2015 Q1	$11K	Hold	105	–	–	0.01%	508
2014 Q4	$13K	Hold	105	–	–	0.01%	490
2014 Q3	$13K	Sell	105 -42	-29%	-$4.79K	0.01%	492
2014 Q2	$16K	Hold	147	–	–	0.01%	424
2014 Q1	$15K	Sell	147 -5	-3%	-$516	0.02%	296
2013 Q4	$19K	Hold	152	–	–	0.01%	362
2013 Q3	$17K	Buy	152 +5	+3%	+$550	0.01%	309
2013 Q2	$16K	Buy	+147	New	+$16K	0.01%	275

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Plante Moran Financial Advisors's KSU Position: Q3 2017 in Review

Plante Moran Financial Advisors sold out of Kansas City Southern (KSU) in Q3 2017, closing a stake of 124 shares — an estimated $13K sold.

Plante Moran Financial Advisors first reported a position in KSU in Q2 2013 and held it in 17 quarters. The position peaked at $19K in Q4 2013. 535 funds tracked by Wall St. Rank hold KSU as of Q3 2017.

Plante Moran Financial Advisors reported no remaining Kansas City Southern position as of Q3 2017 after selling out during the quarter.
Plante Moran Financial Advisors sold 124 Kansas City Southern shares in Q3 2017, an estimated $13K.
Plante Moran Financial Advisors first reported a position in Kansas City Southern in Q2 2013 and held it in 17 quarters.
Plante Moran Financial Advisors's Kansas City Southern position peaked at $19K in Q4 2013.
535 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.