RCM
KSU

Reynolds Capital Management’s Kansas City Southern KSU Stock Holding History

Reynolds Capital Management’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
2014
Q4 		– Sell
-2,200
Closed -$267K – 285
2014
Q3 		$267K Sell
2,200
-800
-27% -$91.2K 0.26% 147
2014
Q2 		$323K Buy
3,000
+300
+11% +$31K 0.22% 188
2014
Q1 		$276K Sell
2,700
-1,100
-29% -$113K 0.18% 252
2013
Q4 		$471K Buy
3,800
+300
+9% +$35.9K 0.26% 124
2013
Q3 		$383K Sell
3,500
-1,500
-30% -$165K 0.25% 131
2013
Q2 		$530K Buy
+5,000
New +$544K 0.39% 60

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Reynolds Capital Management's KSU Position: Q4 2014 in Review

Reynolds Capital Management sold out of Kansas City Southern (KSU) in Q4 2014, closing a stake of 2,200 shares — an estimated $267K sold.

Reynolds Capital Management first reported a position in KSU in Q2 2013 and held it in 6 quarters. The position peaked at $530K in Q2 2013. 483 funds tracked by Wall St. Rank hold KSU as of Q4 2014.

  • Reynolds Capital Management reported no remaining Kansas City Southern position as of Q4 2014 after selling out during the quarter.
  • Reynolds Capital Management sold 2,200 Kansas City Southern shares in Q4 2014, an estimated $267K.
  • Reynolds Capital Management first reported a position in Kansas City Southern in Q2 2013 and held it in 6 quarters.
  • Reynolds Capital Management's Kansas City Southern position peaked at $530K in Q2 2013.
  • 483 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2014.

Based on Reynolds Capital Management's 13F filing for Q4 2014, filed 12 Jan 2015.