TG
KSU

TCW Group’s Kansas City Southern KSU Stock Holding History

TCW Group’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
Q1 		– Sell
-10,035
Closed -$851K – 646
2016
Q4 		$851K Sell
10,035
-801
-7% -$70.6K 0.01% 525
2016
Q3 		$1.01M Sell
10,836
-517
-5% -$49K 0.01% 478
2016
Q2 		$1.02M Buy
11,353
+858
+8% +$78.1K 0.01% 467
2016
Q1 		$897K Sell
10,495
-4,591
-30% -$358K 0.01% 510
2015
Q4 		$1.13M Sell
15,086
-22,033
-59% -$1.88M 0.01% 471
2015
Q3 		$3.37M Sell
37,119
-41,978
-53% -$3.96M 0.02% 243
2015
Q2 		$7.21M Sell
79,097
-32,291
-29% -$3.19M 0.05% 196
2015
Q1 		$11.4M Sell
111,388
-29,762
-21% -$3.37M 0.05% 228
2014
Q4 		$17.2M Sell
141,150
-15,052
-10% -$1.8M 0.07% 185
2014
Q3 		$18.9M Buy
156,202
+12,982
+9% +$1.48M 0.08% 211
2014
Q2 		$15.4M Sell
143,220
-3,355
-2% -$347K 0.06% 249
2014
Q1 		$15M Sell
146,575
-13,478
-8% -$1.39M 0.06% 248
2013
Q4 		$19.8M Buy
160,053
+24,720
+18% +$2.96M 0.08% 197
2013
Q3 		$14.8M Sell
135,333
-8,627
-6% -$948K 0.07% 243
2013
Q2 		$15.3M Buy
+143,960
New +$15.7M 0.08% 224

Other funds holding KSU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

TCW Group's KSU Position: Q1 2017 in Review

TCW Group sold out of Kansas City Southern (KSU) in Q1 2017, closing a stake of 10,035 shares — an estimated $851K sold.

TCW Group first reported a position in KSU in Q2 2013 and held it in 15 quarters. The position peaked at $19.8M in Q4 2013. 513 funds tracked by Wall St. Rank hold KSU as of Q1 2017.

  • TCW Group reported no remaining Kansas City Southern position as of Q1 2017 after selling out during the quarter.
  • TCW Group sold 10,035 Kansas City Southern shares in Q1 2017, an estimated $851K.
  • TCW Group first reported a position in Kansas City Southern in Q2 2013 and held it in 15 quarters.
  • TCW Group's Kansas City Southern position peaked at $19.8M in Q4 2013.
  • 513 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2017.

Based on TCW Group's 13F filing for Q1 2017, filed 12 May 2017.