RFCA
KSU

R&F Capital Advisors’s Kansas City Southern KSU Stock Holding History

R&F Capital 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
Q1 		$466K Sell
5,429
-5,035
-48% -$432K 0.12% 273
2016
Q4 		$888K Buy
+10,464
New +$922K 0.31% 87

Other funds holding KSU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

R&F Capital Advisors's KSU Position: Q1 2017 in Review

R&F Capital Advisors reduced its Kansas City Southern (KSU) stake by 48% in Q1 2017, selling an estimated $432K and leaving 5,429 shares worth $466K. The position accounts for 0.12% of the portfolio, ranked #273.

R&F Capital Advisors first reported a position in KSU in Q4 2016 and has held it in 2 quarters since. The position peaked at $888K in Q4 2016. 513 funds tracked by Wall St. Rank hold KSU as of Q1 2017.

  • R&F Capital Advisors held 5,429 shares of Kansas City Southern worth $466K as of Q1 2017.
  • R&F Capital Advisors sold 5,035 Kansas City Southern shares in Q1 2017, an estimated $432K.
  • Kansas City Southern made up 0.12% of R&F Capital Advisors's portfolio in Q1 2017, its #273 holding.
  • R&F Capital Advisors first reported a position in Kansas City Southern in Q4 2016 and has held it in 2 quarters since.
  • R&F Capital Advisors's Kansas City Southern position peaked at $888K in Q4 2016.
  • 513 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.