CFD
KSU

Creative Financial Designs’s Kansas City Southern KSU Stock Holding History

Creative Financial Designs’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
Q3 		– Sell
-20
Closed -$6K – 1477
2021
Q2 		$6K Buy
+20
New +$5.77K ﹤0.01% 1154
2017
Q2 		– Sell
-330
Closed -$28K – 855
2017
Q1 		$28K Hold
330
– – 0.02% 285
2016
Q4 		$28K Buy
+330
New +$29.1K 0.02% 284

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Financial Designs's KSU Position: Q3 2021 in Review

Creative Financial Designs sold out of Kansas City Southern (KSU) in Q3 2021, closing a stake of 20 shares — an estimated $6K sold.

Creative Financial Designs first reported a position in KSU in Q4 2016 and held it in 3 quarters. The position peaked at $28K in Q1 2017. 733 funds tracked by Wall St. Rank hold KSU as of Q3 2021.

  • Creative Financial Designs reported no remaining Kansas City Southern position as of Q3 2021 after selling out during the quarter.
  • Creative Financial Designs sold 20 Kansas City Southern shares in Q3 2021, an estimated $6K.
  • Creative Financial Designs first reported a position in Kansas City Southern in Q4 2016 and held it in 3 quarters.
  • Creative Financial Designs's Kansas City Southern position peaked at $28K in Q1 2017.
  • 733 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2021.

Based on Creative Financial Designs's 13F filing for Q3 2021, filed 8 Oct 2021.