TFA
KSU

Transamerica Financial Advisors’s Kansas City Southern KSU Stock Holding History

Transamerica Financial 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
2015
Q4 		– Sell
-9
Closed -$1K – 879
2015
Q3 		$1K Buy
+9
New +$849 ﹤0.01% 806
2015
Q2 		– Sell
-108
Closed -$11K – 943
2015
Q1 		$11K Buy
108
+8
+8% +$906 ﹤0.01% 614
2014
Q4 		$13K Hold
100
– – ﹤0.01% 474
2014
Q3 		$13K Buy
+100
New +$11.4K ﹤0.01% 448

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Transamerica Financial Advisors's KSU Position: Q4 2015 in Review

Transamerica Financial Advisors sold out of Kansas City Southern (KSU) in Q4 2015, closing a stake of 9 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in KSU in Q3 2014 and held it in 4 quarters. The position peaked at $13K in Q4 2014. 460 funds tracked by Wall St. Rank hold KSU as of Q4 2015.

  • Transamerica Financial Advisors reported no remaining Kansas City Southern position as of Q4 2015 after selling out during the quarter.
  • Transamerica Financial Advisors sold 9 Kansas City Southern shares in Q4 2015, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in Kansas City Southern in Q3 2014 and held it in 4 quarters.
  • Transamerica Financial Advisors's Kansas City Southern position peaked at $13K in Q4 2014.
  • 460 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2015.

Based on Transamerica Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.