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KSU

Avantax Planning Partners’s Kansas City Southern KSU Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-40
Closed -$5K – 1325
2018
Q3 		$5K Buy
+40
New +$4.56K ﹤0.01% 1122
2018
Q2 		– Sell
-169
Closed -$19K – 1656
2018
Q1 		$19K Buy
+169
New +$18.3K ﹤0.01% 802

Other funds holding KSU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Planning Partners's KSU Position: Q4 2018 in Review

Avantax Planning Partners sold out of Kansas City Southern (KSU) in Q4 2018, closing a stake of 40 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in KSU in Q1 2018 and held it in 2 quarters. The position peaked at $19K in Q1 2018. 573 funds tracked by Wall St. Rank hold KSU as of Q4 2018.

  • Avantax Planning Partners reported no remaining Kansas City Southern position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 40 Kansas City Southern shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Kansas City Southern in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Kansas City Southern position peaked at $19K in Q1 2018.
  • 573 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.