RNS
KSU

Robert N. Shapiro’s Kansas City Southern KSU Stock Holding History

Robert N. Shapiro’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 		$72K Buy
583
+94
+19% +$11.2K 0.01% 400
2014
Q3 		$59K Buy
489
+239
+96% +$27.3K 0.01% 457
2014
Q2 		$27K Hold
250
– – 0.01% 558
2014
Q1 		$26K Buy
+250
New +$25.8K ﹤0.01% 555
2013
Q4 		– Sell
-960
Closed -$105K – 946
2013
Q3 		$105K Hold
960
– – 0.02% 398
2013
Q2 		$102K Buy
+960
New +$104K 0.02% 386

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

Robert N. Shapiro's KSU Position: Q4 2014 in Review

Robert N. Shapiro increased its Kansas City Southern (KSU) stake by 19% in Q4 2014, buying an estimated $11.2K and bringing the position to 583 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #400.

Robert N. Shapiro first reported a position in KSU in Q2 2013 and has held it in 6 quarters since. The position peaked at $105K in Q3 2013. 483 funds tracked by Wall St. Rank hold KSU as of Q4 2014.

  • Robert N. Shapiro held 583 shares of Kansas City Southern worth $72K as of Q4 2014.
  • Robert N. Shapiro bought 94 Kansas City Southern shares in Q4 2014, an estimated $11.2K.
  • Kansas City Southern made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #400 holding.
  • Robert N. Shapiro first reported a position in Kansas City Southern in Q2 2013 and has held it in 6 quarters since.
  • Robert N. Shapiro's Kansas City Southern position peaked at $105K in Q3 2013.
  • 483 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.