PFC
KSU

Poplar Forest Capital’s Kansas City Southern KSU Stock Holding History

Poplar Forest Capital’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
Q4 		– Sell
-4,500
Closed -$489K – 65
2017
Q3 		$489K Hold
4,500
– – 0.04% 56
2017
Q2 		$471K Hold
4,500
– – 0.04% 53
2017
Q1 		$386K Buy
+4,500
New +$386K 0.03% 55

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Poplar Forest Capital's KSU Position: Q4 2017 in Review

Poplar Forest Capital sold out of Kansas City Southern (KSU) in Q4 2017, closing a stake of 4,500 shares — an estimated $489K sold.

Poplar Forest Capital first reported a position in KSU in Q1 2017 and held it in 3 quarters. The position peaked at $489K in Q3 2017. 588 funds tracked by Wall St. Rank hold KSU as of Q4 2017.

  • Poplar Forest Capital reported no remaining Kansas City Southern position as of Q4 2017 after selling out during the quarter.
  • Poplar Forest Capital sold 4,500 Kansas City Southern shares in Q4 2017, an estimated $489K.
  • Poplar Forest Capital first reported a position in Kansas City Southern in Q1 2017 and held it in 3 quarters.
  • Poplar Forest Capital's Kansas City Southern position peaked at $489K in Q3 2017.
  • 588 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2017.

Based on Poplar Forest Capital's 13F filing for Q4 2017, filed 13 Feb 2018.