BWL
KSU

Bogart Wealth LLC’s Kansas City Southern KSU Stock Holding History

Bogart Wealth LLC’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
Q2 		– Sell
-400
Closed -$47.9K – 378
2019
Q1 		$46K Buy
+400
New +$43.2K 0.02% 147
2017
Q4 		– Sell
-100
Closed -$10K – 356
2017
Q3 		$10K Buy
+100
New +$10.5K 0.01% 233

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 $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bogart Wealth LLC's KSU Position: Q2 2019 in Review

Bogart Wealth LLC sold out of Kansas City Southern (KSU) in Q2 2019, closing a stake of 400 shares — an estimated $47.9K sold.

Bogart Wealth LLC first reported a position in KSU in Q3 2017 and held it in 2 quarters. The position peaked at $46K in Q1 2019. 591 funds tracked by Wall St. Rank hold KSU as of Q2 2019.

  • Bogart Wealth LLC reported no remaining Kansas City Southern position as of Q2 2019 after selling out during the quarter.
  • Bogart Wealth LLC sold 400 Kansas City Southern shares in Q2 2019, an estimated $47.9K.
  • Bogart Wealth LLC first reported a position in Kansas City Southern in Q3 2017 and held it in 2 quarters.
  • Bogart Wealth LLC's Kansas City Southern position peaked at $46K in Q1 2019.
  • 591 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2019.

Based on Bogart Wealth LLC's 13F filing for Q2 2019, filed 11 Jul 2019.