WIL
KSU

Winifred I. Li’s Kansas City Southern KSU Stock Holding History

Winifred I. Li’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
Q4 		$149K Buy
1,218
+164
+16% +$19.6K 0.14% 140
2014
Q3 		$128K Buy
1,054
+14
+1% +$1.6K 0.12% 153
2014
Q2 		$112K Sell
1,040
-10
-1% -$1.03K 0.1% 183
2014
Q1 		$107K Buy
1,050
+170
+19% +$17.5K 0.09% 180
2013
Q4 		$109K Hold
880
– – 0.09% 176
2013
Q3 		$96K Hold
880
– – 0.09% 190
2013
Q2 		$93K Buy
+880
New +$95.7K 0.09% 188

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Winifred I. Li's KSU Position: Q4 2014 in Review

Winifred I. Li increased its Kansas City Southern (KSU) stake by 16% in Q4 2014, buying an estimated $19.6K and bringing the position to 1,218 shares worth $149K. The position accounts for 0.14% of the portfolio, ranked #140.

Winifred I. Li first reported a position in KSU in Q2 2013 and has held it in 7 quarters since. 483 funds tracked by Wall St. Rank hold KSU as of Q4 2014.

  • Winifred I. Li held 1,218 shares of Kansas City Southern worth $149K as of Q4 2014.
  • Winifred I. Li bought 164 Kansas City Southern shares in Q4 2014, an estimated $19.6K.
  • Kansas City Southern made up 0.14% of Winifred I. Li's portfolio in Q4 2014, its #140 holding.
  • Winifred I. Li first reported a position in Kansas City Southern in Q2 2013 and has held it in 7 quarters since.
  • 483 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.