Benjamin F. Edwards & Company’s Kansas City Southern KSU Stock Holding History

Benjamin F. Edwards & Company’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
2021 Q4	–	Sell	-52	Closed	-$14K	–	1804
2021 Q3	$14K	Buy	52 +34	+189%	+$9.47K	﹤0.01%	1321
2021 Q2	$5K	Buy	18 +6	+50%	+$1.73K	﹤0.01%	1533
2021 Q1	$3K	Buy	+12	New	+$2.61K	﹤0.01%	1603
2020 Q3	–	Sell	-5	Closed	-$1K	–	1797
2020 Q2	$1K	Sell	5 -19	-79%	-$2.67K	﹤0.01%	1652
2020 Q1	$3K	Buy	24 +19	+380%	+$2.9K	﹤0.01%	1566
2019 Q4	$1K	Hold	5	–	–	﹤0.01%	1846
2019 Q3	$1K	Hold	5	–	–	﹤0.01%	1819
2019 Q2	$1K	Hold	5	–	–	﹤0.01%	1887
2019 Q1	$1K	Sell	5 -9	-64%	-$972	﹤0.01%	1676
2018 Q4	$1K	Sell	14 -1,486	-99%	-$151K	﹤0.01%	1669
2018 Q3	$170K	Hold	1,500	–	–	0.02%	561
2018 Q2	$159K	Hold	1,500	–	–	0.02%	565
2018 Q1	$165K	Hold	1,500	–	–	0.02%	559
2017 Q4	$158K	Hold	1,500	–	–	0.02%	542
2017 Q3	$163K	Hold	1,500	–	–	0.02%	499
2017 Q2	$157K	Hold	1,500	–	–	0.02%	482
2017 Q1	$129K	Hold	1,500	–	–	0.02%	503
2016 Q4	$127K	Hold	1,500	–	–	0.02%	460
2016 Q3	$140K	Hold	1,500	–	–	0.02%	386
2016 Q2	$135K	Hold	1,500	–	–	0.03%	363
2016 Q1	$128K	Hold	1,500	–	–	0.03%	356
2015 Q4	$112K	Hold	1,500	–	–	0.02%	388
2015 Q3	$136K	Hold	1,500	–	–	0.03%	363
2015 Q2	$137K	Hold	1,500	–	–	0.03%	406
2015 Q1	$153K	Hold	1,500	–	–	0.03%	374
2014 Q4	$183K	Hold	1,500	–	–	0.04%	311
2014 Q3	$182K	Hold	1,500	–	–	0.05%	317
2014 Q2	$161K	Hold	1,500	–	–	0.04%	322
2014 Q1	$153K	Buy	+1,500	New	+$155K	0.04%	306

Other funds holding KSU

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

JAM

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Benjamin F. Edwards & Company's KSU Position: Q4 2021 in Review

Benjamin F. Edwards & Company sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 52 shares — an estimated $14K sold.

Benjamin F. Edwards & Company first reported a position in KSU in Q1 2014 and held it in 29 quarters. The position peaked at $183K in Q4 2014. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Benjamin F. Edwards & Company reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Benjamin F. Edwards & Company sold 52 Kansas City Southern shares in Q4 2021, an estimated $14K.
Benjamin F. Edwards & Company first reported a position in Kansas City Southern in Q1 2014 and held it in 29 quarters.
Benjamin F. Edwards & Company's Kansas City Southern position peaked at $183K in Q4 2014.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2021, filed 7 Feb 2022.