Commonwealth Equity Services
KSU

Commonwealth Equity Services’s Kansas City Southern KSU Stock Holding History

Commonwealth Equity Services’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
-6,431
Closed -$1.74M – 3784
2021
Q3 		$1.74M Buy
6,431
+49
+0.8% +$13.6K ﹤0.01% 1523
2021
Q2 		$1.81M Sell
6,382
-5,650
-47% -$1.63M ﹤0.01% 1492
2021
Q1 		$3.17M Sell
12,032
-1,150
-9% -$250K 0.01% 1031
2020
Q4 		$2.69M Buy
13,182
+4,518
+52% +$848K 0.01% 1052
2020
Q3 		$1.57M Sell
8,664
-184
-2% -$31.9K 0.01% 1231
2020
Q2 		$1.32M Sell
8,848
-122
-1% -$17.2K 0.01% 1261
2020
Q1 		$1.14M Sell
8,970
-332
-4% -$50.7K 0.01% 1190
2019
Q4 		$1.42M Buy
9,302
+218
+2% +$32K 0.01% 1220
2019
Q3 		$1.21M Sell
9,084
-2,602
-22% -$324K 0.01% 1250
2019
Q2 		$1.42M Sell
11,686
-882
-7% -$106K 0.01% 1140
2019
Q1 		$1.46M Buy
12,568
+741
+6% +$80K 0.01% 1079
2018
Q4 		$1.13M Buy
11,827
+2,039
+21% +$207K 0.01% 1135
2018
Q3 		$1.11M Sell
9,788
-2,081
-18% -$237K 0.01% 1246
2018
Q2 		$1.26M Sell
11,869
-110
-0.9% -$12K 0.01% 1161
2018
Q1 		$1.31M Buy
11,979
+3,305
+38% +$358K 0.01% 1095
2017
Q4 		$913K Buy
8,674
+478
+6% +$51K 0.01% 1279
2017
Q3 		$891K Sell
8,196
-293
-3% -$30.7K 0.01% 1249
2017
Q2 		$888K Buy
8,489
+227
+3% +$21.3K 0.01% 1205
2017
Q1 		$709K Buy
8,262
+3,628
+78% +$311K ﹤0.01% 1298
2016
Q4 		$393K Buy
4,634
+1,180
+34% +$104K ﹤0.01% 1572
2016
Q3 		$322K Buy
3,454
+296
+9% +$28K ﹤0.01% 1658
2016
Q2 		$284K Buy
3,158
+240
+8% +$21.8K ﹤0.01% 1705
2016
Q1 		$249K Buy
+2,918
New +$228K ﹤0.01% 1771
2015
Q4 		– Sell
-2,559
Closed -$233K – 2251
2015
Q3 		$233K Sell
2,559
-90
-3% -$8.49K ﹤0.01% 1726
2015
Q2 		$242K Sell
2,649
-1,459
-36% -$144K ﹤0.01% 1793
2015
Q1 		$419K Sell
4,108
-509
-11% -$57.7K ﹤0.01% 1423
2014
Q4 		$563K Buy
4,617
+175
+4% +$20.9K 0.01% 1213
2014
Q3 		$538K Buy
4,442
+1,023
+30% +$117K 0.01% 1205
2014
Q2 		$368K Sell
3,419
-45
-1% -$4.65K ﹤0.01% 1417
2014
Q1 		$354K Sell
3,464
-173
-5% -$17.8K ﹤0.01% 1372
2013
Q4 		$450K Sell
3,637
-731
-17% -$87.5K 0.01% 1192
2013
Q3 		$478K Buy
4,368
+209
+5% +$23K 0.01% 1108
2013
Q2 		$441K Buy
+4,159
New +$452K 0.01% 1088

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

Commonwealth Equity Services's KSU Position: Q4 2021 in Review

Commonwealth Equity Services sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 6,431 shares — an estimated $1.74M sold.

Commonwealth Equity Services first reported a position in KSU in Q2 2013 and held it in 33 quarters. The position peaked at $3.17M in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Commonwealth Equity Services reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Commonwealth Equity Services sold 6,431 Kansas City Southern shares in Q4 2021, an estimated $1.74M.
  • Commonwealth Equity Services first reported a position in Kansas City Southern in Q2 2013 and held it in 33 quarters.
  • Commonwealth Equity Services's Kansas City Southern position peaked at $3.17M in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Commonwealth Equity Services's 13F filing for Q4 2021, filed 31 Jan 2022.