WSA
KSU

Wall Street Associates’s Kansas City Southern KSU Stock Holding History

Wall Street Associates’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
Q2 		– Sell
-10,691
Closed -$1.09M – 341
2014
Q1 		$1.09M Sell
10,691
-4,300
-29% -$443K 0.09% 210
2013
Q4 		$1.86M Sell
14,991
-70
-0.5% -$8.38K 0.15% 175
2013
Q3 		$1.65M Sell
15,061
-855
-5% -$94K 0.15% 177
2013
Q2 		$1.69M Buy
+15,916
New +$1.73M 0.17% 160

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 $2.9T AUM 29.55% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wall Street Associates's KSU Position: Q2 2014 in Review

Wall Street Associates sold out of Kansas City Southern (KSU) in Q2 2014, closing a stake of 10,691 shares — an estimated $1.09M sold.

Wall Street Associates first reported a position in KSU in Q2 2013 and held it in 4 quarters. The position peaked at $1.86M in Q4 2013. 459 funds tracked by Wall St. Rank hold KSU as of Q2 2014.

  • Wall Street Associates reported no remaining Kansas City Southern position as of Q2 2014 after selling out during the quarter.
  • Wall Street Associates sold 10,691 Kansas City Southern shares in Q2 2014, an estimated $1.09M.
  • Wall Street Associates first reported a position in Kansas City Southern in Q2 2013 and held it in 4 quarters.
  • Wall Street Associates's Kansas City Southern position peaked at $1.86M in Q4 2013.
  • 459 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2014.

Based on Wall Street Associates's 13F filing for Q2 2014, filed 14 Aug 2014.