Round Table Investment Management’s Kansas City Southern KSU Stock Holding History

Round Table Investment 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
2015 Q4	$325K	Buy	+4,350	New	+$372K	0.67%	25

Other funds holding KSU

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Round Table Investment Management's KSU Position: Q4 2015 in Review

Round Table Investment Management opened a new position in Kansas City Southern (KSU) in Q4 2015: 4,350 shares worth $325K. The stake represents 0.67% of the portfolio and ranks #25 among its holdings.

460 funds tracked by Wall St. Rank hold KSU as of Q4 2015.

Round Table Investment Management held 4,350 shares of Kansas City Southern worth $325K as of Q4 2015.
Kansas City Southern was a new Round Table Investment Management position in Q4 2015.
Kansas City Southern made up 0.67% of Round Table Investment Management's portfolio in Q4 2015, its #25 holding.
460 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2015.

Based on Round Table Investment Management's 13F filing for Q4 2015, filed 16 Feb 2016.