AIA
KSU

Alera Investment Advisors’s Kansas City Southern KSU Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-117
Closed -$14K – 1143
2019
Q1 		$14K Buy
117
+36
+44% +$3.89K 0.01% 395
2018
Q4 		$8K Buy
+81
New +$8.22K ﹤0.01% 506

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 $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Alera Investment Advisors's KSU Position: Q2 2019 in Review

Alera Investment Advisors sold out of Kansas City Southern (KSU) in Q2 2019, closing a stake of 117 shares — an estimated $14K sold.

Alera Investment Advisors first reported a position in KSU in Q4 2018 and held it in 2 quarters. The position peaked at $14K in Q1 2019. 592 funds tracked by Wall St. Rank hold KSU as of Q2 2019.

  • Alera Investment Advisors reported no remaining Kansas City Southern position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 117 Kansas City Southern shares in Q2 2019, an estimated $14K.
  • Alera Investment Advisors first reported a position in Kansas City Southern in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Kansas City Southern position peaked at $14K in Q1 2019.
  • 592 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.