ST
KSU

Stifel Trust’s Kansas City Southern KSU Stock Holding History

Stifel Trust’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 		$13K Hold
107
– – ﹤0.01% 398
2014
Q2 		$12K Sell
107
-300
-74% -$31K ﹤0.01% 362
2014
Q1 		$42K Hold
407
– – 0.01% 284
2013
Q4 		$51K Hold
407
– – 0.01% 261
2013
Q3 		$45K Hold
407
– – 0.01% 266
2013
Q2 		$44K Buy
+407
New +$44.3K 0.01% 260

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

Stifel Trust's KSU Position: Q3 2014 in Review

Stifel Trust held its Kansas City Southern (KSU) position steady in Q3 2014 at 107 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Stifel Trust first reported a position in KSU in Q2 2013 and has held it in 6 quarters since. The position peaked at $51K in Q4 2013. 451 funds tracked by Wall St. Rank hold KSU as of Q3 2014.

  • Stifel Trust held 107 shares of Kansas City Southern worth $13K as of Q3 2014.
  • Stifel Trust left its Kansas City Southern share count unchanged in Q3 2014.
  • Kansas City Southern made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #398 holding.
  • Stifel Trust first reported a position in Kansas City Southern in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's Kansas City Southern position peaked at $51K in Q4 2013.
  • 451 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.