AWM
KSU

Arbor Wealth Management’s Kansas City Southern KSU Stock Holding History

Arbor Wealth 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 		– Sell
-46
Closed -$6K – 207
2019
Q2 		$6K Hold
46
– – ﹤0.01% 168
2019
Q1 		$5K Hold
46
– – ﹤0.01% 167
2018
Q4 		$4K Buy
+46
New +$4.67K ﹤0.01% 154

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

Arbor Wealth Management's KSU Position: Q3 2019 in Review

Arbor Wealth Management sold out of Kansas City Southern (KSU) in Q3 2019, closing a stake of 46 shares — an estimated $6K sold.

Arbor Wealth Management first reported a position in KSU in Q4 2018 and held it in 3 quarters. The position peaked at $6K in Q2 2019. 605 funds tracked by Wall St. Rank hold KSU as of Q3 2019.

  • Arbor Wealth Management reported no remaining Kansas City Southern position as of Q3 2019 after selling out during the quarter.
  • Arbor Wealth Management sold 46 Kansas City Southern shares in Q3 2019, an estimated $6K.
  • Arbor Wealth Management first reported a position in Kansas City Southern in Q4 2018 and held it in 3 quarters.
  • Arbor Wealth Management's Kansas City Southern position peaked at $6K in Q2 2019.
  • 605 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2019.

Based on Arbor Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.