APSP
KSU

Asset Planning Services (Pennsylvania)’s Kansas City Southern KSU Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q4 		– Sell
-100
Closed -$13K – 279
2019
Q3 		$13K Hold
100
– – 0.01% 195
2019
Q2 		$12K Hold
100
– – 0.01% 192
2019
Q1 		$12K Hold
100
– – 0.01% 190
2018
Q4 		$10K Hold
100
– – 0.01% 202
2018
Q3 		$10K Hold
100
– – ﹤0.01% 207
2018
Q2 		$11K Hold
100
– – 0.01% 198
2018
Q1 		$11K Hold
100
– – 0.01% 201
2017
Q4 		$11K Hold
100
– – 0.01% 208
2017
Q3 		$11K Hold
100
– – 0.01% 230
2017
Q2 		$10K Hold
100
– – 0.01% 231
2017
Q1 		$9K Hold
100
– – 0.01% 230
2016
Q4 		$8K Hold
100
– – 0.01% 216
2016
Q3 		$9K Hold
100
– – 0.01% 197
2016
Q2 		$9K Hold
100
– – 0.01% 207
2016
Q1 		$9K Hold
100
– – 0.01% 198
2015
Q4 		$7K Hold
100
– – 0.01% 184
2015
Q3 		$9K Hold
100
– – 0.01% 166
2015
Q2 		$9K Buy
+100
New +$9.87K 0.01% 187

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 $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s KSU Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Kansas City Southern (KSU) in Q4 2019, closing a stake of 100 shares — an estimated $13K sold.

Asset Planning Services (Pennsylvania) first reported a position in KSU in Q2 2015 and held it in 18 quarters. The position peaked at $13K in Q3 2019. 682 funds tracked by Wall St. Rank hold KSU as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining Kansas City Southern position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 100 Kansas City Southern shares in Q4 2019, an estimated $13K.
  • Asset Planning Services (Pennsylvania) first reported a position in Kansas City Southern in Q2 2015 and held it in 18 quarters.
  • Asset Planning Services (Pennsylvania)'s Kansas City Southern position peaked at $13K in Q3 2019.
  • 682 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.