Claro Advisors’s Kansas City Southern KSU Stock Holding History

Claro 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
2019 Q1	–	Sell	-5	Closed	-$1K	–	1032
2018 Q4	$1K	Buy	+5	New	+$508	﹤0.01%	1092

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Claro Advisors's KSU Position: Q1 2019 in Review

Claro Advisors sold out of Kansas City Southern (KSU) in Q1 2019, closing a stake of 5 shares — an estimated $1K sold.

Claro Advisors first reported a position in KSU in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 611 funds tracked by Wall St. Rank hold KSU as of Q1 2019.

Claro Advisors reported no remaining Kansas City Southern position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 5 Kansas City Southern shares in Q1 2019, an estimated $1K.
Claro Advisors first reported a position in Kansas City Southern in Q4 2018 and held it in 1 quarter.
Claro Advisors's Kansas City Southern position peaked at $1K in Q4 2018.
611 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.