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
Q4 		– Sell
-564,442
Closed -$5.42M – 1241
2018
Q3 		$5.42M Buy
564,442
+431,931
+326% +$49.2M 0.07% 276
2018
Q2 		$1.24M Buy
+132,511
New +$14.4M 0.01% 690
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Wealth Management's KSU Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Kansas City Southern (KSU) in Q4 2018, closing a stake of 564,442 shares — an estimated $5.42M sold.

Cornerstone Wealth Management first reported a position in KSU in Q3 2017 and held it in 4 quarters. The position peaked at $5.42M in Q3 2018. 573 funds tracked by Wall St. Rank hold KSU as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Kansas City Southern position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 564,442 Kansas City Southern shares in Q4 2018, an estimated $5.42M.
  • Cornerstone Wealth Management first reported a position in Kansas City Southern in Q3 2017 and held it in 4 quarters.
  • Cornerstone Wealth Management's Kansas City Southern position peaked at $5.42M in Q3 2018.
  • 573 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.