Cetera Investment Advisers’s Kansas City Southern KSU Stock Holding History

Cetera Investment Advisers’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	-2,342	Closed	-$634K	–	1947
2021 Q3	$634K	Sell	2,342 -169	-7%	-$47.1K	0.01%	1000
2021 Q2	$712K	Buy	+2,511	New	+$725K	0.01%	921

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

Cetera Investment Advisers's KSU Position: Q4 2021 in Review

Cetera Investment Advisers sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 2,342 shares — an estimated $634K sold.

Cetera Investment Advisers first reported a position in KSU in Q2 2021 and held it in 2 quarters. The position peaked at $712K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Cetera Investment Advisers reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Cetera Investment Advisers sold 2,342 Kansas City Southern shares in Q4 2021, an estimated $634K.
Cetera Investment Advisers first reported a position in Kansas City Southern in Q2 2021 and held it in 2 quarters.
Cetera Investment Advisers's Kansas City Southern position peaked at $712K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

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