SBA
KSU

Seven Bridges Advisors’s Kansas City Southern KSU Stock Holding History

Seven Bridges 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
Q2 		– Sell
-1,366
Closed -$117K – 153
2017
Q1 		$117K Buy
1,366
+189
+16% +$16.2K 0.11% 125
2016
Q4 		$100K Buy
1,177
+21
+2% +$1.85K 0.1% 129
2016
Q3 		$108K Sell
1,156
-44
-4% -$4.17K 0.1% 129
2016
Q2 		$108K Buy
1,200
+277
+30% +$25.2K 0.09% 127
2016
Q1 		$79K Sell
923
-2,011
-69% -$157K 0.06% 139
2015
Q4 		$219K Buy
+2,934
New +$251K 0.22% 105

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
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Seven Bridges Advisors's KSU Position: Q2 2017 in Review

Seven Bridges Advisors sold out of Kansas City Southern (KSU) in Q2 2017, closing a stake of 1,366 shares — an estimated $117K sold.

Seven Bridges Advisors first reported a position in KSU in Q4 2015 and held it in 6 quarters. The position peaked at $219K in Q4 2015. 508 funds tracked by Wall St. Rank hold KSU as of Q2 2017.

  • Seven Bridges Advisors reported no remaining Kansas City Southern position as of Q2 2017 after selling out during the quarter.
  • Seven Bridges Advisors sold 1,366 Kansas City Southern shares in Q2 2017, an estimated $117K.
  • Seven Bridges Advisors first reported a position in Kansas City Southern in Q4 2015 and held it in 6 quarters.
  • Seven Bridges Advisors's Kansas City Southern position peaked at $219K in Q4 2015.
  • 508 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2017.

Based on Seven Bridges Advisors's 13F filing for Q2 2017, filed 1 Aug 2017.