CBT
KSU

Capital Bank & Trust’s Kansas City Southern KSU Stock Holding History

Capital Bank & Trust’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
-29
Closed -$4K – 811
2019
Q4 		$4K Hold
29
– – ﹤0.01% 635
2019
Q3 		$4K Buy
+29
New +$3.62K ﹤0.01% 649

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Capital Bank & Trust's KSU Position: Q1 2020 in Review

Capital Bank & Trust sold out of Kansas City Southern (KSU) in Q1 2020, closing a stake of 29 shares — an estimated $4K sold.

Capital Bank & Trust first reported a position in KSU in Q3 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 640 funds tracked by Wall St. Rank hold KSU as of Q1 2020.

  • Capital Bank & Trust reported no remaining Kansas City Southern position as of Q1 2020 after selling out during the quarter.
  • Capital Bank & Trust sold 29 Kansas City Southern shares in Q1 2020, an estimated $4K.
  • Capital Bank & Trust first reported a position in Kansas City Southern in Q3 2019 and held it in 2 quarters.
  • Capital Bank & Trust's Kansas City Southern position peaked at $4K in Q4 2019.
  • 640 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2020.

Based on Capital Bank & Trust's 13F filing for Q1 2020, filed 15 May 2020.