AWA
KSU

Arete Wealth Advisors’s Kansas City Southern KSU Stock Holding History

Arete Wealth 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
2020
Q4 		– Sell
-1,283
Closed -$232K – 455
2020
Q3 		$232K Buy
+1,283
New +$222K 0.04% 330
2020
Q1 		– Sell
-1,528
Closed -$234K – 429
2019
Q4 		$234K Hold
1,528
– – 0.04% 343
2019
Q3 		$203K Buy
+1,528
New +$190K 0.04% 376

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arete Wealth Advisors's KSU Position: Q4 2020 in Review

Arete Wealth Advisors sold out of Kansas City Southern (KSU) in Q4 2020, closing a stake of 1,283 shares — an estimated $232K sold.

Arete Wealth Advisors first reported a position in KSU in Q3 2019 and held it in 3 quarters. The position peaked at $234K in Q4 2019. 744 funds tracked by Wall St. Rank hold KSU as of Q4 2020.

  • Arete Wealth Advisors reported no remaining Kansas City Southern position as of Q4 2020 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,283 Kansas City Southern shares in Q4 2020, an estimated $232K.
  • Arete Wealth Advisors first reported a position in Kansas City Southern in Q3 2019 and held it in 3 quarters.
  • Arete Wealth Advisors's Kansas City Southern position peaked at $234K in Q4 2019.
  • 744 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2020.

Based on Arete Wealth Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.