WIC
KSU

Woodmont Investment Counsel’s Kansas City Southern KSU Stock Holding History

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-25
Closed -$2K – 668
2016
Q3 		$2K Buy
+25
New +$2.37K ﹤0.01% 670
2016
Q2 		– Sell
-25
Closed -$2K – 485
2016
Q1 		$2K Hold
25
– – ﹤0.01% 499
2015
Q4 		$2K Hold
25
– – ﹤0.01% 510
2015
Q3 		$2K Sell
25
-25
-50% -$2.36K ﹤0.01% 508
2015
Q2 		$5K Buy
+50
New +$4.93K ﹤0.01% 469

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Woodmont Investment Counsel's KSU Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Kansas City Southern (KSU) in Q4 2016, closing a stake of 25 shares — an estimated $2K sold.

Woodmont Investment Counsel first reported a position in KSU in Q2 2015 and held it in 5 quarters. The position peaked at $5K in Q2 2015. 525 funds tracked by Wall St. Rank hold KSU as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Kansas City Southern position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 25 Kansas City Southern shares in Q4 2016, an estimated $2K.
  • Woodmont Investment Counsel first reported a position in Kansas City Southern in Q2 2015 and held it in 5 quarters.
  • Woodmont Investment Counsel's Kansas City Southern position peaked at $5K in Q2 2015.
  • 525 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.