Cambridge Investment Research Advisors
KSU

Cambridge Investment Research Advisors’s Kansas City Southern KSU Stock Holding History

Cambridge Investment Research 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
2021
Q4 		– Sell
-2,920
Closed -$790K – 3319
2021
Q3 		$790K Sell
2,920
-297
-9% -$82.7K ﹤0.01% 1716
2021
Q2 		$912K Sell
3,217
-2,635
-45% -$761K ﹤0.01% 1593
2021
Q1 		$1.54M Sell
5,852
-391
-6% -$85K 0.01% 1158
2020
Q4 		$1.27M Sell
6,243
-73
-1% -$13.7K 0.01% 1162
2020
Q3 		$1.14M Sell
6,316
-265
-4% -$45.9K 0.01% 1112
2020
Q2 		$983K Buy
6,581
+64
+1% +$9K 0.01% 1129
2020
Q1 		$829K Buy
6,517
+73
+1% +$11.1K 0.01% 1079
2019
Q4 		$987K Buy
6,444
+160
+3% +$23.5K 0.01% 1153
2019
Q3 		$836K Sell
6,284
-2,269
-27% -$283K 0.01% 1176
2019
Q2 		$1.04M Sell
8,553
-121
-1% -$14.5K 0.01% 1005
2019
Q1 		$1.01M Sell
8,674
-72
-0.8% -$7.78K 0.01% 1036
2018
Q4 		$835K Buy
8,746
+1,609
+23% +$163K 0.01% 1034
2018
Q3 		$808K Buy
7,137
+279
+4% +$31.8K 0.01% 1153
2018
Q2 		$727K Sell
6,858
-232
-3% -$25.2K 0.01% 1184
2018
Q1 		$779K Buy
7,090
+296
+4% +$32.1K 0.01% 1078
2017
Q4 		$715K Sell
6,794
-990
-13% -$106K 0.01% 1096
2017
Q3 		$846K Buy
7,784
+855
+12% +$89.7K 0.01% 925
2017
Q2 		$725K Sell
6,929
-1,323
-16% -$124K 0.01% 984
2017
Q1 		$708K Buy
8,252
+634
+8% +$54.3K 0.01% 897
2016
Q4 		$646K Sell
7,618
-4,723
-38% -$416K 0.01% 893
2016
Q3 		$1.15M Buy
12,341
+25
+0.2% +$2.37K 0.02% 623
2016
Q2 		$1.11M Buy
12,316
+83
+0.7% +$7.55K 0.02% 562
2016
Q1 		$1.04M Sell
12,233
-1,019
-8% -$79.5K 0.02% 556
2015
Q4 		$990K Sell
13,252
-1,167
-8% -$99.7K 0.02% 549
2015
Q3 		$1.31M Sell
14,419
-246
-2% -$23.2K 0.04% 405
2015
Q2 		$1.34M Buy
14,665
+2,161
+17% +$213K 0.04% 417
2015
Q1 		$1.28M Sell
12,504
-815
-6% -$92.3K 0.04% 426
2014
Q4 		$1.63M Sell
13,319
-417
-3% -$49.9K 0.05% 339
2014
Q3 		$1.67M Buy
13,736
+776
+6% +$88.5K 0.05% 358
2014
Q2 		$1.39M Sell
12,960
-135
-1% -$13.9K 0.05% 361
2014
Q1 		$1.34M Buy
13,095
+3,496
+36% +$361K 0.05% 351
2013
Q4 		$1.19M Buy
9,599
+174
+2% +$20.8K 0.05% 347
2013
Q3 		$1.03M Sell
9,425
-108
-1% -$11.9K 0.05% 358
2013
Q2 		$1.01M Buy
+9,533
New +$1.04M 0.05% 321

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

Cambridge Investment Research Advisors's KSU Position: Q4 2021 in Review

Cambridge Investment Research Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 2,920 shares — an estimated $790K sold.

Cambridge Investment Research Advisors first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $1.67M in Q3 2014. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Cambridge Investment Research Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 2,920 Kansas City Southern shares in Q4 2021, an estimated $790K.
  • Cambridge Investment Research Advisors first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
  • Cambridge Investment Research Advisors's Kansas City Southern position peaked at $1.67M in Q3 2014.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.