WHG
KSU

Westwood Holdings Group’s Kansas City Southern KSU Stock Holding History

Westwood Holdings Group’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
Q3 		– Sell
-200
Closed -$21K – 524
2017
Q2 		$21K Buy
+200
New +$18.8K ﹤0.01% 489
2016
Q4 		– Sell
-150
Closed -$14K – 488
2016
Q3 		$14K Hold
150
– – ﹤0.01% 459
2016
Q2 		$14K Hold
150
– – ﹤0.01% 396
2016
Q1 		$13K Buy
+150
New +$11.7K ﹤0.01% 391

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Westwood Holdings Group's KSU Position: Q3 2017 in Review

Westwood Holdings Group sold out of Kansas City Southern (KSU) in Q3 2017, closing a stake of 200 shares — an estimated $21K sold.

Westwood Holdings Group first reported a position in KSU in Q1 2016 and held it in 4 quarters. The position peaked at $21K in Q2 2017. 535 funds tracked by Wall St. Rank hold KSU as of Q3 2017.

  • Westwood Holdings Group reported no remaining Kansas City Southern position as of Q3 2017 after selling out during the quarter.
  • Westwood Holdings Group sold 200 Kansas City Southern shares in Q3 2017, an estimated $21K.
  • Westwood Holdings Group first reported a position in Kansas City Southern in Q1 2016 and held it in 4 quarters.
  • Westwood Holdings Group's Kansas City Southern position peaked at $21K in Q2 2017.
  • 535 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2017.

Based on Westwood Holdings Group's 13F filing for Q3 2017, filed 14 Nov 2017.