TCOV
KSU

Trust Company of Vermont’s Kansas City Southern KSU Stock Holding History

Trust Company of Vermont’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
2019
Q1 		– Sell
-54
Closed -$5K – 1044
2018
Q4 		$5K Sell
54
-49
-48% -$4.97K ﹤0.01% 847
2018
Q3 		$12K Hold
103
– – ﹤0.01% 781
2018
Q2 		$11K Buy
+103
New +$11.2K ﹤0.01% 822
2017
Q3 		– Sell
-23
Closed -$2K – 998
2017
Q2 		$2K Buy
+23
New +$2.16K ﹤0.01% 940
2017
Q1 		– Sell
-14
Closed -$1K – 948
2016
Q4 		$1K Buy
+14
New +$1.23K ﹤0.01% 901

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Trust Company of Vermont's KSU Position: Q1 2019 in Review

Trust Company of Vermont sold out of Kansas City Southern (KSU) in Q1 2019, closing a stake of 54 shares — an estimated $5K sold.

Trust Company of Vermont first reported a position in KSU in Q4 2016 and held it in 5 quarters. The position peaked at $12K in Q3 2018. 611 funds tracked by Wall St. Rank hold KSU as of Q1 2019.

  • Trust Company of Vermont reported no remaining Kansas City Southern position as of Q1 2019 after selling out during the quarter.
  • Trust Company of Vermont sold 54 Kansas City Southern shares in Q1 2019, an estimated $5K.
  • Trust Company of Vermont first reported a position in Kansas City Southern in Q4 2016 and held it in 5 quarters.
  • Trust Company of Vermont's Kansas City Southern position peaked at $12K in Q3 2018.
  • 611 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2019.

Based on Trust Company of Vermont's 13F filing for Q1 2019, filed 1 May 2019.