VFS
KSU

VSR Financial Services’s Kansas City Southern KSU Stock Holding History

VSR Financial Services’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
Q3 		– Sell
-2,456
Closed -$224K – 630
2015
Q2 		$224K Sell
2,456
-860
-26% -$84.9K 0.02% 501
2015
Q1 		$338K Buy
3,316
+600
+22% +$68K 0.04% 419
2014
Q4 		$331K Sell
2,716
-1,000
-27% -$120K 0.04% 403
2014
Q3 		$450K Sell
3,716
-100
-3% -$11.4K 0.05% 357
2014
Q2 		$410K Sell
3,816
-500
-12% -$51.6K 0.05% 367
2014
Q1 		$440K Buy
4,316
+1,060
+33% +$109K 0.06% 353
2013
Q4 		$403K Buy
+3,256
New +$390K 0.06% 356

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
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

VSR Financial Services's KSU Position: Q3 2015 in Review

VSR Financial Services sold out of Kansas City Southern (KSU) in Q3 2015, closing a stake of 2,456 shares — an estimated $224K sold.

VSR Financial Services first reported a position in KSU in Q4 2013 and held it in 7 quarters. The position peaked at $450K in Q3 2014. 483 funds tracked by Wall St. Rank hold KSU as of Q3 2015.

  • VSR Financial Services reported no remaining Kansas City Southern position as of Q3 2015 after selling out during the quarter.
  • VSR Financial Services sold 2,456 Kansas City Southern shares in Q3 2015, an estimated $224K.
  • VSR Financial Services first reported a position in Kansas City Southern in Q4 2013 and held it in 7 quarters.
  • VSR Financial Services's Kansas City Southern position peaked at $450K in Q3 2014.
  • 483 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2015.

Based on VSR Financial Services's 13F filing for Q3 2015, filed 26 Oct 2015.