CAW
KSU

Cornerstone Advisors (Washington)’s Kansas City Southern KSU Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q3 		$254K Buy
1,405
+8
+0.6% +$1.39K 0.03% 88
2020
Q2 		$209K Buy
1,397
+62
+5% +$8.72K 0.02% 95
2020
Q1 		$170K Sell
1,335
-215
-14% -$32.8K 0.02% 90
2019
Q4 		$237K Sell
1,550
-312
-17% -$45.8K 0.03% 81
2019
Q3 		$248K Buy
1,862
+50
+3% +$6.23K 0.03% 72
2019
Q2 		$221K Buy
1,812
+38
+2% +$4.55K 0.02% 136
2019
Q1 		$206K Sell
1,774
-299
-14% -$32.3K 0.02% 131
2018
Q4 		$198K Buy
2,073
+51
+3% +$5.18K 0.04% 123
2018
Q3 		$229K Hold
2,022
– – 0.15% 110
2018
Q2 		$214K Hold
2,022
– – 0.15% 115
2018
Q1 		$222K Buy
2,022
+205
+11% +$22.2K 0.15% 109
2017
Q4 		$191K Hold
1,817
– – 0.13% 120
2017
Q3 		$197K Sell
1,817
-75
-4% -$7.87K 0.14% 111
2017
Q2 		$198K Sell
1,892
-220
-10% -$20.6K 0.11% 105
2017
Q1 		$181K Buy
2,112
+820
+63% +$70.3K 0.1% 108
2016
Q4 		$110K Sell
1,292
-27
-2% -$2.38K 0.09% 164
2016
Q3 		$123K Buy
1,319
+1,097
+494% +$104K 0.1% 141
2016
Q2 		$20K Hold
222
– – 0.02% 285
2016
Q1 		$19K Buy
222
+2
+0.9% +$156 0.02% 297
2015
Q4 		$16K Sell
220
-16
-7% -$1.37K 0.02% 359
2015
Q3 		$21K Buy
236
+182
+337% +$17.2K 0.02% 311
2015
Q2 		$5K Buy
54
+21
+64% +$2.07K ﹤0.01% 425
2015
Q1 		$3K Sell
33
-12
-27% -$1.36K ﹤0.01% 557
2014
Q4 		$5K Buy
45
+12
+36% +$1.44K ﹤0.01% 402
2014
Q3 		$4K Hold
33
– – ﹤0.01% 307
2014
Q2 		$4K Buy
33
+15
+83% +$1.55K ﹤0.01% 347
2014
Q1 		$2K Buy
+18
New +$1.86K ﹤0.01% 417

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cornerstone Advisors (Washington)'s KSU Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its Kansas City Southern (KSU) stake by 0.57% in Q3 2020, buying an estimated $1.39K and bringing the position to 1,405 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #88.

Cornerstone Advisors (Washington) first reported a position in KSU in Q1 2014 and has held it in 27 quarters since. 715 funds tracked by Wall St. Rank hold KSU as of Q3 2020.

  • Cornerstone Advisors (Washington) held 1,405 shares of Kansas City Southern worth $254K as of Q3 2020.
  • Cornerstone Advisors (Washington) bought 8 Kansas City Southern shares in Q3 2020, an estimated $1.39K.
  • Kansas City Southern made up 0.03% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #88 holding.
  • Cornerstone Advisors (Washington) first reported a position in Kansas City Southern in Q1 2014 and has held it in 27 quarters since.
  • 715 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.