CCA
KSU

Checchi Capital Advisers’s Kansas City Southern KSU Stock Holding History

Checchi Capital 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
-1,010
Closed -$273K – 570
2021
Q3 		$273K Buy
1,010
+62
+7% +$17.3K 0.03% 394
2021
Q2 		$269K Buy
948
+12
+1% +$3.46K 0.03% 418
2021
Q1 		$247K Sell
936
-71
-7% -$15.4K 0.03% 428
2020
Q4 		$206K Buy
+1,007
New +$189K 0.03% 459
2016
Q3 		– Sell
-280
Closed -$25K – 1342
2016
Q2 		$25K Sell
280
-26
-8% -$2.37K 0.01% 1121
2016
Q1 		$26K Buy
+306
New +$23.9K 0.01% 1037

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