UGIF
KSU

US Global Investors Funds’s Kansas City Southern KSU Stock Holding History

US Global Investors Funds’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
2013
Q4 		$260K Buy
+2,100
New +$251K 0.05% 217

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

US Global Investors Funds's KSU Position: Q4 2013 in Review

US Global Investors Funds opened a new position in Kansas City Southern (KSU) in Q4 2013: 2,100 shares worth $260K. The stake represents 0.05% of the portfolio and ranks #217 among its holdings.

465 funds tracked by Wall St. Rank hold KSU as of Q4 2013.

  • US Global Investors Funds held 2,100 shares of Kansas City Southern worth $260K as of Q4 2013.
  • Kansas City Southern was a new US Global Investors Funds position in Q4 2013.
  • Kansas City Southern made up 0.05% of US Global Investors Funds's portfolio in Q4 2013, its #217 holding.
  • 465 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2013.

Based on US Global Investors Funds's 13F filing for Q4 2013, filed 18 Feb 2014.