Capital Directions Investment Advisors’s Kansas City Southern KSU Stock Holding History

Capital Directions Investment 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	-1	Closed	–	–	254
2021 Q3	$0	Hold	1	–	–	﹤0.01%	276
2021 Q2	$0	Buy	+1	New	+$289	﹤0.01%	232

Other funds holding KSU

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

Capital Directions Investment Advisors's KSU Position: Q4 2021 in Review

Capital Directions Investment Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1 share.

Capital Directions Investment Advisors first reported a position in KSU in Q2 2021 and held it in 2 quarters. The position peaked at $0 in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Capital Directions Investment Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Capital Directions Investment Advisors sold 1 Kansas City Southern share in Q4 2021.
Capital Directions Investment Advisors first reported a position in Kansas City Southern in Q2 2021 and held it in 2 quarters.
Capital Directions Investment Advisors's Kansas City Southern position peaked at $0 in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.