Cerity Partners
KSU

Cerity Partners’s Kansas City Southern KSU Stock Holding History

Cerity Partners’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
Q2 		– Sell
-1,803
Closed -$209K – 597
2019
Q1 		$209K Sell
1,803
-823
-31% -$88.9K 0.01% 496
2018
Q4 		$251K Sell
2,626
-2,522
-49% -$256K 0.02% 437
2018
Q3 		$583K Sell
5,148
-166
-3% -$18.9K 0.04% 308
2018
Q2 		$563K Sell
5,314
-1,609
-23% -$175K 0.04% 313
2018
Q1 		$760K Buy
+6,923
New +$750K 0.06% 268

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cerity Partners's KSU Position: Q2 2019 in Review

Cerity Partners sold out of Kansas City Southern (KSU) in Q2 2019, closing a stake of 1,803 shares — an estimated $209K sold.

Cerity Partners first reported a position in KSU in Q1 2018 and held it in 5 quarters. The position peaked at $760K in Q1 2018. 591 funds tracked by Wall St. Rank hold KSU as of Q2 2019.

  • Cerity Partners reported no remaining Kansas City Southern position as of Q2 2019 after selling out during the quarter.
  • Cerity Partners sold 1,803 Kansas City Southern shares in Q2 2019, an estimated $209K.
  • Cerity Partners first reported a position in Kansas City Southern in Q1 2018 and held it in 5 quarters.
  • Cerity Partners's Kansas City Southern position peaked at $760K in Q1 2018.
  • 591 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2019.

Based on Cerity Partners's 13F filing for Q2 2019, filed 14 Aug 2019.