CG
KSU

CFO4Life Group’s Kansas City Southern KSU Stock Holding History

CFO4Life Group’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
2018
Q4 		– Sell
-4,713
Closed -$534K – 144
2018
Q3 		$534K Sell
4,713
-97
-2% -$11.1K 0.24% 70
2018
Q2 		$510K Buy
4,810
+41
+0.9% +$4.46K 0.21% 73
2018
Q1 		$524K Buy
+4,769
New +$517K 0.44% 36

Other funds holding KSU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CFO4Life Group's KSU Position: Q4 2018 in Review

CFO4Life Group sold out of Kansas City Southern (KSU) in Q4 2018, closing a stake of 4,713 shares — an estimated $534K sold.

CFO4Life Group first reported a position in KSU in Q1 2018 and held it in 3 quarters. The position peaked at $534K in Q3 2018. 573 funds tracked by Wall St. Rank hold KSU as of Q4 2018.

  • CFO4Life Group reported no remaining Kansas City Southern position as of Q4 2018 after selling out during the quarter.
  • CFO4Life Group sold 4,713 Kansas City Southern shares in Q4 2018, an estimated $534K.
  • CFO4Life Group first reported a position in Kansas City Southern in Q1 2018 and held it in 3 quarters.
  • CFO4Life Group's Kansas City Southern position peaked at $534K in Q3 2018.
  • 573 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2018.

Based on CFO4Life Group's 13F filing for Q4 2018, filed 1 Feb 2019.