ACS
KSU

Archford Capital Strategies’s Kansas City Southern KSU Stock Holding History

Archford Capital Strategies’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
2018
Q2 		– Sell
-407
Closed -$43K – 753
2018
Q1 		$43K Buy
+407
New +$44.1K 0.02% 216
2015
Q3 		– Sell
-8
Closed -$1K – 743
2015
Q2 		$1K Sell
8
-6
-43% -$592 ﹤0.01% 634
2015
Q1 		$1.43K Hold
14
– – ﹤0.01% 594
2014
Q4 		$2K Hold
14
– – ﹤0.01% 553
2014
Q3 		$2K Hold
14
– – ﹤0.01% 548
2014
Q2 		$1.5K Buy
+14
New +$1.45K ﹤0.01% 733

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Archford Capital Strategies's KSU Position: Q2 2018 in Review

Archford Capital Strategies sold out of Kansas City Southern (KSU) in Q2 2018, closing a stake of 407 shares — an estimated $43K sold.

Archford Capital Strategies first reported a position in KSU in Q2 2014 and held it in 6 quarters. The position peaked at $43K in Q1 2018. 590 funds tracked by Wall St. Rank hold KSU as of Q2 2018.

  • Archford Capital Strategies reported no remaining Kansas City Southern position as of Q2 2018 after selling out during the quarter.
  • Archford Capital Strategies sold 407 Kansas City Southern shares in Q2 2018, an estimated $43K.
  • Archford Capital Strategies first reported a position in Kansas City Southern in Q2 2014 and held it in 6 quarters.
  • Archford Capital Strategies's Kansas City Southern position peaked at $43K in Q1 2018.
  • 590 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2018.

Based on Archford Capital Strategies's 13F filing for Q2 2018, filed 14 Aug 2018.