CIAS
KSU

Capital Investment Advisory Services’s Kansas City Southern KSU Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-90
Closed -$12K – 1359
2019
Q3 		$12K Sell
90
-25
-22% -$3.12K ﹤0.01% 947
2019
Q2 		$14K Buy
+115
New +$13.8K ﹤0.01% 888

Other funds holding KSU

Vanguard Group
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Investment Advisory Services's KSU Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Kansas City Southern (KSU) in Q4 2019, closing a stake of 90 shares — an estimated $12K sold.

Capital Investment Advisory Services first reported a position in KSU in Q2 2019 and held it in 2 quarters. The position peaked at $14K in Q2 2019. 683 funds tracked by Wall St. Rank hold KSU as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Kansas City Southern position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 90 Kansas City Southern shares in Q4 2019, an estimated $12K.
  • Capital Investment Advisory Services first reported a position in Kansas City Southern in Q2 2019 and held it in 2 quarters.
  • Capital Investment Advisory Services's Kansas City Southern position peaked at $14K in Q2 2019.
  • 683 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.