STMM
KSU

South Texas Money Management’s Kansas City Southern KSU Stock Holding History

South Texas Money 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
Q2 		– Sell
-54,523
Closed -$5.57M – 232
2015
Q1 		$5.57M Buy
54,523
+42,299
+346% +$4.79M 0.32% 59
2014
Q4 		$1.49M Buy
+12,224
New +$1.46M 0.09% 77

Other funds holding KSU

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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 $3.37T AUM 44.26% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

South Texas Money Management's KSU Position: Q2 2015 in Review

South Texas Money Management sold out of Kansas City Southern (KSU) in Q2 2015, closing a stake of 54,523 shares — an estimated $5.57M sold.

South Texas Money Management first reported a position in KSU in Q4 2014 and held it in 2 quarters. The position peaked at $5.57M in Q1 2015. 478 funds tracked by Wall St. Rank hold KSU as of Q2 2015.

  • South Texas Money Management reported no remaining Kansas City Southern position as of Q2 2015 after selling out during the quarter.
  • South Texas Money Management sold 54,523 Kansas City Southern shares in Q2 2015, an estimated $5.57M.
  • South Texas Money Management first reported a position in Kansas City Southern in Q4 2014 and held it in 2 quarters.
  • South Texas Money Management's Kansas City Southern position peaked at $5.57M in Q1 2015.
  • 478 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2015.

Based on South Texas Money Management's 13F filing for Q2 2015, filed 13 Aug 2015.