BCM
KSU

Brookstone Capital Management’s Kansas City Southern KSU Stock Holding History

Brookstone Capital Management’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
-3,944
Closed -$1.13M – 816
2021
Q3 		$1.13M Sell
3,944
-268
-6% -$74.6K 0.02% 363
2021
Q2 		$1.13M Buy
4,212
+2,626
+166% +$758K 0.02% 350
2021
Q1 		$419K Hold
1,586
– – 0.02% 359
2020
Q4 		$324K Hold
1,586
– – 0.01% 371
2020
Q3 		$287K Buy
1,586
+6
+0.4% +$1.04K 0.01% 344
2020
Q2 		$236K Hold
1,580
– – 0.01% 316
2020
Q1 		$201K Sell
1,580
-100
-6% -$15.3K 0.01% 297
2019
Q4 		$257K Buy
1,680
+100
+6% +$14.7K 0.01% 352
2019
Q3 		$210K Buy
+1,580
New +$197K 0.01% 416
2018
Q3 		– Sell
-2,357
Closed -$250K – 440
2018
Q2 		$250K Buy
2,357
+43
+2% +$4.68K 0.02% 323
2018
Q1 		$254K Buy
+2,314
New +$251K 0.02% 296
2015
Q3 		– Sell
-35
Closed -$3K – 2196
2015
Q2 		$3K Buy
+35
New +$3.45K ﹤0.01% 1721

Other funds holding KSU

Kovitz Investment Group Partners
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

Brookstone Capital Management's KSU Position: Q4 2021 in Review

Brookstone Capital Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 3,944 shares — an estimated $1.13M sold.

Brookstone Capital Management first reported a position in KSU in Q2 2015 and held it in 12 quarters. The position peaked at $1.13M in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Brookstone Capital Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Brookstone Capital Management sold 3,944 Kansas City Southern shares in Q4 2021, an estimated $1.13M.
  • Brookstone Capital Management first reported a position in Kansas City Southern in Q2 2015 and held it in 12 quarters.
  • Brookstone Capital Management's Kansas City Southern position peaked at $1.13M in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Brookstone Capital Management's 13F filing for Q4 2021, filed 11 Jan 2022.