TNAM
KSU

Terra Nova Asset Management’s Kansas City Southern KSU Stock Holding History

Terra Nova Asset 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
-2,200
Closed -$225K – 130
2015
Q1 		$225K Buy
+2,200
New +$249K 0.19% 111

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 $2.9T AUM 29.55% 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 16.07% 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

Terra Nova Asset Management's KSU Position: Q2 2015 in Review

Terra Nova Asset Management sold out of Kansas City Southern (KSU) in Q2 2015, closing a stake of 2,200 shares — an estimated $225K sold.

Terra Nova Asset Management first reported a position in KSU in Q1 2015 and held it in 1 quarter. The position peaked at $225K in Q1 2015. 478 funds tracked by Wall St. Rank hold KSU as of Q2 2015.

  • Terra Nova Asset Management reported no remaining Kansas City Southern position as of Q2 2015 after selling out during the quarter.
  • Terra Nova Asset Management sold 2,200 Kansas City Southern shares in Q2 2015, an estimated $225K.
  • Terra Nova Asset Management first reported a position in Kansas City Southern in Q1 2015 and held it in 1 quarter.
  • Terra Nova Asset Management's Kansas City Southern position peaked at $225K in Q1 2015.
  • 478 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2015.

Based on Terra Nova Asset Management's 13F filing for Q2 2015, filed 1 Dec 2015.