CA
KSU

Cetera Advisors’s Kansas City Southern KSU Stock Holding History

Cetera 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
-2,231
Closed -$604K – 1541
2021
Q3 		$604K Buy
2,231
+526
+31% +$146K 0.01% 805
2021
Q2 		$483K Buy
1,705
+10
+0.6% +$2.89K 0.01% 838
2021
Q1 		$447K Buy
1,695
+182
+12% +$39.6K 0.01% 782
2020
Q4 		$309K Buy
1,513
+13
+0.9% +$2.44K 0.01% 819
2020
Q3 		$271K Sell
1,500
-349
-19% -$60.4K 0.01% 772
2020
Q2 		$276K Sell
1,849
-150
-8% -$21.1K 0.01% 727
2020
Q1 		$254K Buy
1,999
+95
+5% +$14.5K 0.01% 648
2019
Q4 		$293K Sell
1,904
-379
-17% -$55.6K 0.01% 721
2019
Q3 		$305K Buy
2,283
+251
+12% +$31.3K 0.01% 682
2019
Q2 		$245K Buy
2,032
+3
+0.1% +$359 0.01% 783
2019
Q1 		$235K Buy
+2,029
New +$219K 0.01% 718
2018
Q4 		– Sell
-2,158
Closed -$245K – 993
2018
Q3 		$245K Sell
2,158
-2
-0.1% -$228 0.01% 805
2018
Q2 		$229K Sell
2,160
-92
-4% -$10K 0.01% 769
2018
Q1 		$247K Buy
2,252
+45
+2% +$4.88K 0.01% 667
2017
Q4 		$232K Sell
2,207
-12
-0.5% -$1.28K 0.01% 671
2017
Q3 		$241K Hold
2,219
– – 0.01% 689
2017
Q2 		$233K Buy
+2,219
New +$208K 0.01% 684
2016
Q4 		– Sell
-2,170
Closed -$203K – 831
2016
Q3 		$203K Buy
+2,170
New +$206K 0.02% 678
2015
Q2 		– Sell
-2,327
Closed -$238K – 765
2015
Q1 		$238K Buy
2,327
+74
+3% +$8.38K 0.02% 575
2014
Q4 		$275K Buy
2,253
+1
+0% +$120 0.03% 501
2014
Q3 		$272K Buy
2,252
+1
+0% +$114 0.02% 474
2014
Q2 		$243K Sell
2,251
-200
-8% -$20.7K 0.03% 491
2014
Q1 		$249K Sell
2,451
-371
-13% -$38.3K 0.03% 435
2013
Q4 		$349K Buy
2,822
+431
+18% +$51.6K 0.05% 348
2013
Q3 		$261K Sell
2,391
-334
-12% -$36.7K 0.05% 359
2013
Q2 		$289K Buy
+2,725
New +$296K 0.06% 301

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

Cetera Advisors's KSU Position: Q4 2021 in Review

Cetera Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 2,231 shares — an estimated $604K sold.

Cetera Advisors first reported a position in KSU in Q2 2013 and held it in 26 quarters. The position peaked at $604K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Cetera Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Cetera Advisors sold 2,231 Kansas City Southern shares in Q4 2021, an estimated $604K.
  • Cetera Advisors first reported a position in Kansas City Southern in Q2 2013 and held it in 26 quarters.
  • Cetera Advisors's Kansas City Southern position peaked at $604K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Cetera Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.