CWM
KSU

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

Cornerstone 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
2018
Q1 		– Sell
-5,414
Closed -$597K – 430
2017
Q4 		$597K Sell
5,414
-5
-0.1% -$533 0.11% 180
2017
Q3 		$567K Buy
+5,419
New +$568K 0.12% 178

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Cornerstone Wealth Management's KSU Position: Q1 2018 in Review

Cornerstone Wealth Management sold out of Kansas City Southern (KSU) in Q1 2018, closing a stake of 5,414 shares — an estimated $597K sold.

Cornerstone Wealth Management first reported a position in KSU in Q3 2017 and held it in 2 quarters. The position peaked at $597K in Q4 2017. 571 funds tracked by Wall St. Rank hold KSU as of Q1 2018.

  • Cornerstone Wealth Management reported no remaining Kansas City Southern position as of Q1 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 5,414 Kansas City Southern shares in Q1 2018, an estimated $597K.
  • Cornerstone Wealth Management first reported a position in Kansas City Southern in Q3 2017 and held it in 2 quarters.
  • Cornerstone Wealth Management's Kansas City Southern position peaked at $597K in Q4 2017.
  • 571 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2018.

Based on Cornerstone Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.