WTIM
KSU

Wilmington Trust Investment Management’s Kansas City Southern KSU Stock Holding History

Wilmington Trust 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
2014
Q2 		$261K Sell
2,425
-700
-22% -$72.3K 0.05% 285
2014
Q1 		$319K Buy
3,125
+700
+29% +$72.2K 0.06% 245
2013
Q4 		$300K Hold
2,425
– – 0.06% 280
2013
Q3 		$265K Hold
2,425
– – 0.06% 308
2013
Q2 		$257K Buy
+2,425
New +$264K 0.06% 331

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 $3.37T AUM 44.26% 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 16.26% 1-Year Est. Return

Wilmington Trust Investment Management's KSU Position: Q2 2014 in Review

Wilmington Trust Investment Management reduced its Kansas City Southern (KSU) stake by 22% in Q2 2014, selling an estimated $72.3K and leaving 2,425 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #285.

Wilmington Trust Investment Management first reported a position in KSU in Q2 2013 and has held it in 5 quarters since. The position peaked at $319K in Q1 2014. 459 funds tracked by Wall St. Rank hold KSU as of Q2 2014.

  • Wilmington Trust Investment Management held 2,425 shares of Kansas City Southern worth $261K as of Q2 2014.
  • Wilmington Trust Investment Management sold 700 Kansas City Southern shares in Q2 2014, an estimated $72.3K.
  • Kansas City Southern made up 0.05% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #285 holding.
  • Wilmington Trust Investment Management first reported a position in Kansas City Southern in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust Investment Management's Kansas City Southern position peaked at $319K in Q1 2014.
  • 459 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2014.

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