YMRC
KSU

Yorktown Management & Research Company’s Kansas City Southern KSU Stock Holding History

Yorktown Management & Research Company’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
2017
Q4 		– Sell
-4,500
Closed -$489K – 428
2017
Q3 		$489K Buy
+4,500
New +$472K 0.13% 112

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Yorktown Management & Research Company's KSU Position: Q4 2017 in Review

Yorktown Management & Research Company sold out of Kansas City Southern (KSU) in Q4 2017, closing a stake of 4,500 shares — an estimated $489K sold.

Yorktown Management & Research Company first reported a position in KSU in Q3 2017 and held it in 1 quarter. The position peaked at $489K in Q3 2017. 588 funds tracked by Wall St. Rank hold KSU as of Q4 2017.

  • Yorktown Management & Research Company reported no remaining Kansas City Southern position as of Q4 2017 after selling out during the quarter.
  • Yorktown Management & Research Company sold 4,500 Kansas City Southern shares in Q4 2017, an estimated $489K.
  • Yorktown Management & Research Company first reported a position in Kansas City Southern in Q3 2017 and held it in 1 quarter.
  • Yorktown Management & Research Company's Kansas City Southern position peaked at $489K in Q3 2017.
  • 588 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2017.

Based on Yorktown Management & Research Company's 13F filing for Q4 2017, filed 13 Feb 2018.