WCM
KSU

Winton Capital Management’s Kansas City Southern KSU Stock Holding History

Winton Capital 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
Q1 		$1.12M Sell
11,000
-2,927
-21% -$302K 0.01% 520
2013
Q4 		$1.73M Sell
13,927
-1,987
-12% -$238K 0.02% 482
2013
Q3 		$1.74M Buy
15,914
+1,637
+11% +$180K 0.02% 442
2013
Q2 		$1.51M Buy
+14,277
New +$1.55M 0.02% 433

Other funds holding KSU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Winton Capital Management's KSU Position: Q1 2014 in Review

Winton Capital Management reduced its Kansas City Southern (KSU) stake by 21% in Q1 2014, selling an estimated $302K and leaving 11,000 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #520.

Winton Capital Management first reported a position in KSU in Q2 2013 and has held it in 4 quarters since. The position peaked at $1.74M in Q3 2013. 457 funds tracked by Wall St. Rank hold KSU as of Q1 2014.

  • Winton Capital Management held 11,000 shares of Kansas City Southern worth $1.12M as of Q1 2014.
  • Winton Capital Management sold 2,927 Kansas City Southern shares in Q1 2014, an estimated $302K.
  • Kansas City Southern made up 0.01% of Winton Capital Management's portfolio in Q1 2014, its #520 holding.
  • Winton Capital Management first reported a position in Kansas City Southern in Q2 2013 and has held it in 4 quarters since.
  • Winton Capital Management's Kansas City Southern position peaked at $1.74M in Q3 2013.
  • 457 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.