SA
KSU

SRH Advisors’s Kansas City Southern KSU Stock Holding History

SRH 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
2014
Q3 		– Sell
-81
Closed -$9K – 258
2014
Q2 		$9K Hold
81
– – 0.07% 102
2014
Q1 		$8K Hold
81
– – 0.06% 102
2013
Q4 		$10K Buy
+81
New +$9.69K 0.1% 97

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

SRH Advisors's KSU Position: Q3 2014 in Review

SRH Advisors sold out of Kansas City Southern (KSU) in Q3 2014, closing a stake of 81 shares — an estimated $9K sold.

SRH Advisors first reported a position in KSU in Q4 2013 and held it in 3 quarters. The position peaked at $10K in Q4 2013. 451 funds tracked by Wall St. Rank hold KSU as of Q3 2014.

  • SRH Advisors reported no remaining Kansas City Southern position as of Q3 2014 after selling out during the quarter.
  • SRH Advisors sold 81 Kansas City Southern shares in Q3 2014, an estimated $9K.
  • SRH Advisors first reported a position in Kansas City Southern in Q4 2013 and held it in 3 quarters.
  • SRH Advisors's Kansas City Southern position peaked at $10K in Q4 2013.
  • 451 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2014.

Based on SRH Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.