APA
KSU

American Portfolios Advisors’s Kansas City Southern KSU Stock Holding History

American Portfolios 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
2021
Q4 		– Sell
-903
Closed -$244K – 3631
2021
Q3 		$244K Buy
903
+3
+0.3% +$835 0.01% 1025
2021
Q2 		$255K Sell
900
-2,869
-76% -$828K 0.01% 1001
2021
Q1 		$995K Buy
3,769
+176
+5% +$38.3K 0.04% 402
2020
Q4 		$733K Sell
3,593
-223
-6% -$41.9K 0.04% 441
2020
Q3 		$690K Buy
3,816
+32
+0.8% +$5.54K 0.04% 401
2020
Q2 		$565K Buy
3,784
+1,416
+60% +$199K 0.04% 407
2020
Q1 		$301K Buy
2,368
+1,508
+175% +$230K 0.03% 518
2019
Q4 		$132K Sell
860
-99
-10% -$14.5K 0.01% 916
2019
Q3 		$128K Buy
959
+150
+19% +$18.7K 0.01% 885
2019
Q2 		$98.5K Buy
809
+132
+19% +$15.8K 0.01% 989
2019
Q1 		$78.6K Buy
677
+1
+0.1% +$108 0.01% 987
2018
Q4 		$64.5K Sell
676
-99
-13% -$10.1K 0.01% 914
2018
Q3 		$87.7K Buy
775
+42
+6% +$4.79K 0.01% 884
2018
Q2 		$77.7K Buy
733
+201
+38% +$21.9K 0.01% 904
2018
Q1 		$58.4K Sell
532
-137
-20% -$14.8K 0.01% 952
2017
Q4 		$70.4K Buy
+669
New +$71.3K 0.01% 862

Other funds holding KSU

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

American Portfolios Advisors's KSU Position: Q4 2021 in Review

American Portfolios Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 903 shares — an estimated $244K sold.

American Portfolios Advisors first reported a position in KSU in Q4 2017 and held it in 16 quarters. The position peaked at $995K in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • American Portfolios Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 903 Kansas City Southern shares in Q4 2021, an estimated $244K.
  • American Portfolios Advisors first reported a position in Kansas City Southern in Q4 2017 and held it in 16 quarters.
  • American Portfolios Advisors's Kansas City Southern position peaked at $995K in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on American Portfolios Advisors's 13F filing for Q4 2021, filed 21 Mar 2023.