WCM Investment Management
KSU

WCM Investment Management’s Kansas City Southern KSU Stock Holding History

WCM Investment Management’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
2017
Q1 		– Sell
-92,148
Closed -$7.82M – 161
2016
Q4 		$7.82M Sell
92,148
-4,222
-4% -$372K 0.09% 58
2016
Q3 		$8.99M Buy
96,370
+4,376
+5% +$414K 0.1% 58
2016
Q2 		$8.29M Buy
91,994
+11,128
+14% +$1.01M 0.13% 54
2016
Q1 		$6.91M Buy
80,866
+3,030
+4% +$236K 0.11% 71
2015
Q4 		$5.81M Buy
77,836
+27,385
+54% +$2.34M 0.12% 80
2015
Q3 		$4.58M Sell
50,451
-14,601
-22% -$1.38M 0.11% 82
2015
Q2 		$5.93M Buy
65,052
+23,892
+58% +$2.36M 0.13% 88
2015
Q1 		$4.2M Buy
+41,160
New +$4.66M 0.09% 104

Other funds holding KSU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

WCM Investment Management's KSU Position: Q1 2017 in Review

WCM Investment Management sold out of Kansas City Southern (KSU) in Q1 2017, closing a stake of 92,148 shares — an estimated $7.82M sold.

WCM Investment Management first reported a position in KSU in Q1 2015 and held it in 8 quarters. The position peaked at $8.99M in Q3 2016. 513 funds tracked by Wall St. Rank hold KSU as of Q1 2017.

  • WCM Investment Management reported no remaining Kansas City Southern position as of Q1 2017 after selling out during the quarter.
  • WCM Investment Management sold 92,148 Kansas City Southern shares in Q1 2017, an estimated $7.82M.
  • WCM Investment Management first reported a position in Kansas City Southern in Q1 2015 and held it in 8 quarters.
  • WCM Investment Management's Kansas City Southern position peaked at $8.99M in Q3 2016.
  • 513 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2017.

Based on WCM Investment Management's 13F filing for Q1 2017, filed 11 Apr 2017.