WFM
KSU

Wilmington Funds Management’s Kansas City Southern KSU Stock Holding History

Wilmington Funds 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
2014
Q2 		$6.68M Buy
62,150
+8,900
+17% +$919K 0.68% 33
2014
Q1 		$5.43M Buy
53,250
+50,450
+1,802% +$5.2M 0.59% 42
2013
Q4 		$347K Hold
2,800
– – 0.03% 514
2013
Q3 		$306K Hold
2,800
– – 0.03% 556
2013
Q2 		$297K Buy
+2,800
New +$305K 0.03% 534

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

Wilmington Funds Management's KSU Position: Q2 2014 in Review

Wilmington Funds Management increased its Kansas City Southern (KSU) stake by 17% in Q2 2014, buying an estimated $919K and bringing the position to 62,150 shares worth $6.68M. The position accounts for 0.68% of the portfolio, ranked #33.

Wilmington Funds Management first reported a position in KSU in Q2 2013 and has held it in 5 quarters since. 459 funds tracked by Wall St. Rank hold KSU as of Q2 2014.

  • Wilmington Funds Management held 62,150 shares of Kansas City Southern worth $6.68M as of Q2 2014.
  • Wilmington Funds Management bought 8,900 Kansas City Southern shares in Q2 2014, an estimated $919K.
  • Kansas City Southern made up 0.68% of Wilmington Funds Management's portfolio in Q2 2014, its #33 holding.
  • Wilmington Funds Management first reported a position in Kansas City Southern in Q2 2013 and has held it in 5 quarters since.
  • 459 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.