TIM
KSU

Tortoise Investment Management’s Kansas City Southern KSU Stock Holding History

Tortoise Investment 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
2014
Q3 		– Sell
-10
Closed -$1K – 433
2014
Q2 		$1K Buy
+10
New +$1.03K ﹤0.01% 415

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 $3.37T AUM 44.26% 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 16.26% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Tortoise Investment Management's KSU Position: Q3 2014 in Review

Tortoise Investment Management sold out of Kansas City Southern (KSU) in Q3 2014, closing a stake of 10 shares — an estimated $1K sold.

Tortoise Investment Management first reported a position in KSU in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 451 funds tracked by Wall St. Rank hold KSU as of Q3 2014.

  • Tortoise Investment Management reported no remaining Kansas City Southern position as of Q3 2014 after selling out during the quarter.
  • Tortoise Investment Management sold 10 Kansas City Southern shares in Q3 2014, an estimated $1K.
  • Tortoise Investment Management first reported a position in Kansas City Southern in Q2 2014 and held it in 1 quarter.
  • Tortoise Investment Management's Kansas City Southern position peaked at $1K in Q2 2014.
  • 451 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2014.

Based on Tortoise Investment Management's 13F filing for Q3 2014, filed 21 Oct 2014.