Capstone Investment Advisors
KSU

Capstone Investment Advisors’s Kansas City Southern KSU Stock Holding History

Capstone 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
-203,989
Closed -$55.2M – 2168
2021
Q3 		$55.2M Buy
+203,989
New +$56.8M 0.11% 164
2021
Q2 		– Sell
-91,914
Closed -$26.5M – 2048
2021
Q1 		$24.3M Buy
+91,914
New +$20M 0.07% 251
2019
Q2 		– Sell
-467
Closed -$55.9K – 1461
2019
Q1 		$54K Sell
467
-15,559
-97% -$1.68M ﹤0.01% 1223
2018
Q4 		$1.53M Buy
16,026
+8,979
+127% +$912K 0.02% 508
2018
Q3 		$798K Buy
+7,047
New +$803K 0.01% 667
2018
Q1 		– Sell
-2,600
Closed -$273K – 589
2017
Q4 		$273K Sell
2,600
-2,800
-52% -$299K 0.01% 380
2017
Q3 		$586K Buy
+5,400
New +$566K 0.02% 290
2017
Q1 		– Sell
-5,700
Closed -$483K – 1188
2016
Q4 		$483K Sell
5,700
-25,566
-82% -$2.25M 0.01% 592
2016
Q3 		$2.92M Buy
31,266
+22,166
+244% +$2.1M 0.06% 199
2016
Q2 		$819K Buy
+9,100
New +$828K 0.02% 392

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

Capstone Investment Advisors's KSU Position: Q4 2021 in Review

Capstone Investment Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 203,989 shares — an estimated $55.2M sold.

Capstone Investment Advisors first reported a position in KSU in Q2 2016 and held it in 10 quarters. The position peaked at $55.2M in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Capstone Investment Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Capstone Investment Advisors sold 203,989 Kansas City Southern shares in Q4 2021, an estimated $55.2M.
  • Capstone Investment Advisors first reported a position in Kansas City Southern in Q2 2016 and held it in 10 quarters.
  • Capstone Investment Advisors's Kansas City Southern position peaked at $55.2M in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Capstone Investment Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.