WAM
KSU

Weatherly Asset Management’s Kansas City Southern KSU Stock Holding History

Weatherly Asset 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
2018
Q1 		– Sell
-2,421
Closed -$255K – 204
2017
Q4 		$255K Buy
+2,421
New +$258K 0.06% 180

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 $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Weatherly Asset Management's KSU Position: Q1 2018 in Review

Weatherly Asset Management sold out of Kansas City Southern (KSU) in Q1 2018, closing a stake of 2,421 shares — an estimated $255K sold.

Weatherly Asset Management first reported a position in KSU in Q4 2017 and held it in 1 quarter. The position peaked at $255K in Q4 2017. 570 funds tracked by Wall St. Rank hold KSU as of Q1 2018.

  • Weatherly Asset Management reported no remaining Kansas City Southern position as of Q1 2018 after selling out during the quarter.
  • Weatherly Asset Management sold 2,421 Kansas City Southern shares in Q1 2018, an estimated $255K.
  • Weatherly Asset Management first reported a position in Kansas City Southern in Q4 2017 and held it in 1 quarter.
  • Weatherly Asset Management's Kansas City Southern position peaked at $255K in Q4 2017.
  • 570 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2018.

Based on Weatherly Asset Management's 13F filing for Q1 2018, filed 7 May 2018.