CWM
KSU

Concert Wealth Management’s Kansas City Southern KSU Stock Holding History

Concert Wealth Management’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
2017
Q2 		– Sell
-7,059
Closed -$598K – 465
2017
Q1 		$598K Buy
7,059
+24
+0.3% +$2.06K 0.14% 213
2016
Q4 		$596K Buy
7,035
+4,859
+223% +$428K 0.13% 220
2016
Q3 		$203K Buy
+2,176
New +$206K 0.02% 642

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Concert Wealth Management's KSU Position: Q2 2017 in Review

Concert Wealth Management sold out of Kansas City Southern (KSU) in Q2 2017, closing a stake of 7,059 shares — an estimated $598K sold.

Concert Wealth Management first reported a position in KSU in Q3 2016 and held it in 3 quarters. The position peaked at $598K in Q1 2017. 508 funds tracked by Wall St. Rank hold KSU as of Q2 2017.

  • Concert Wealth Management reported no remaining Kansas City Southern position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 7,059 Kansas City Southern shares in Q2 2017, an estimated $598K.
  • Concert Wealth Management first reported a position in Kansas City Southern in Q3 2016 and held it in 3 quarters.
  • Concert Wealth Management's Kansas City Southern position peaked at $598K in Q1 2017.
  • 508 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.