BWA
KSU

Burt Wealth Advisors’s Kansas City Southern KSU Stock Holding History

Burt Wealth Advisors’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
2016
Q1 		– Sell
-35
Closed -$2K – 730
2015
Q4 		$2K Buy
+35
New +$2.99K ﹤0.01% 464

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Burt Wealth Advisors's KSU Position: Q1 2016 in Review

Burt Wealth Advisors sold out of Kansas City Southern (KSU) in Q1 2016, closing a stake of 35 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in KSU in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 484 funds tracked by Wall St. Rank hold KSU as of Q1 2016.

  • Burt Wealth Advisors reported no remaining Kansas City Southern position as of Q1 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 35 Kansas City Southern shares in Q1 2016, an estimated $2K.
  • Burt Wealth Advisors first reported a position in Kansas City Southern in Q4 2015 and held it in 1 quarter.
  • Burt Wealth Advisors's Kansas City Southern position peaked at $2K in Q4 2015.
  • 484 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2016.

Based on Burt Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.