CMBA
KSU

C.M. Bidwell & Associates’s Kansas City Southern KSU Stock Holding History

C.M. Bidwell & Associates’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
2020
Q1 		– Sell
-3,110
Closed -$476K – 492
2019
Q4 		$476K Sell
3,110
-100
-3% -$14.7K 0.43% 57
2019
Q3 		$427K Buy
+3,210
New +$400K 0.42% 57
2017
Q4 		– Sell
-3,580
Closed -$389K – 463
2017
Q3 		$389K Buy
+3,580
New +$375K 0.6% 54

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 $315B AUM 27.84% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

C.M. Bidwell & Associates's KSU Position: Q1 2020 in Review

C.M. Bidwell & Associates sold out of Kansas City Southern (KSU) in Q1 2020, closing a stake of 3,110 shares — an estimated $476K sold.

C.M. Bidwell & Associates first reported a position in KSU in Q3 2017 and held it in 3 quarters. The position peaked at $476K in Q4 2019. 640 funds tracked by Wall St. Rank hold KSU as of Q1 2020.

  • C.M. Bidwell & Associates reported no remaining Kansas City Southern position as of Q1 2020 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 3,110 Kansas City Southern shares in Q1 2020, an estimated $476K.
  • C.M. Bidwell & Associates first reported a position in Kansas City Southern in Q3 2017 and held it in 3 quarters.
  • C.M. Bidwell & Associates's Kansas City Southern position peaked at $476K in Q4 2019.
  • 640 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2020.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2020, filed 15 May 2020.