AIM
KSU

Advantage Investment Management’s Kansas City Southern KSU Stock Holding History

Advantage 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
2019
Q3 		$24K Buy
183
+2
+1% +$249 0.02% 488
2019
Q2 		$22K Buy
181
+58
+47% +$6.94K 0.02% 518
2019
Q1 		$14K Buy
+123
New +$13.3K 0.01% 603
2018
Q4 		– Sell
-30
Closed -$3K – 1108
2018
Q3 		$3K Buy
+30
New +$3.42K ﹤0.01% 921

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advantage Investment Management's KSU Position: Q3 2019 in Review

Advantage Investment Management increased its Kansas City Southern (KSU) stake by 1.1% in Q3 2019, buying an estimated $249 and bringing the position to 183 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #488.

Advantage Investment Management first reported a position in KSU in Q3 2018 and has held it in 4 quarters since. 605 funds tracked by Wall St. Rank hold KSU as of Q3 2019.

  • Advantage Investment Management held 183 shares of Kansas City Southern worth $24K as of Q3 2019.
  • Advantage Investment Management bought 2 Kansas City Southern shares in Q3 2019, an estimated $249.
  • Kansas City Southern made up 0.02% of Advantage Investment Management's portfolio in Q3 2019, its #488 holding.
  • Advantage Investment Management first reported a position in Kansas City Southern in Q3 2018 and has held it in 4 quarters since.
  • 605 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.