Creative Planning
KSU

Creative Planning’s Kansas City Southern KSU Stock Holding History

Creative Planning’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
Q4 		– Sell
-13,286
Closed -$3.6M – 2260
2021
Q3 		$3.6M Sell
13,286
-787
-6% -$219K 0.01% 507
2021
Q2 		$3.99M Sell
14,073
-4,114
-23% -$1.19M 0.01% 471
2021
Q1 		$4.8M Sell
18,187
-3,596
-17% -$782K 0.01% 424
2020
Q4 		$4.45M Buy
21,783
+3,103
+17% +$583K 0.01% 405
2020
Q3 		$3.38M Buy
18,680
+1,922
+11% +$333K 0.01% 401
2020
Q2 		$2.5M Sell
16,758
-695
-4% -$97.7K 0.01% 430
2020
Q1 		$2.22M Buy
17,453
+584
+3% +$89.1K 0.01% 399
2019
Q4 		$2.58M Sell
16,869
-262
-2% -$38.5K 0.01% 435
2019
Q3 		$2.28M Sell
17,131
-541
-3% -$67.4K 0.01% 458
2019
Q2 		$2.15M Buy
17,672
+3,069
+21% +$367K 0.01% 475
2019
Q1 		$1.69M Buy
14,603
+1,125
+8% +$121K 0.01% 520
2018
Q4 		$1.29M Sell
13,478
-290
-2% -$29.4K 0.01% 567
2018
Q3 		$1.56M Buy
13,768
+1,472
+12% +$168K 0.01% 560
2018
Q2 		$1.3M Sell
12,296
-1,627
-12% -$177K 0.01% 609
2018
Q1 		$1.53M Buy
13,923
+7,650
+122% +$829K 0.01% 540
2017
Q4 		$660K Buy
6,273
+518
+9% +$55.2K ﹤0.01% 917
2017
Q3 		$625K Buy
5,755
+994
+21% +$104K ﹤0.01% 944
2017
Q2 		$498K Sell
4,761
-499
-9% -$46.8K ﹤0.01% 1011
2017
Q1 		$451K Sell
5,260
-10
-0.2% -$857 ﹤0.01% 1039
2016
Q4 		$447K Buy
5,270
+966
+22% +$85.1K ﹤0.01% 978
2016
Q3 		$402K Buy
4,304
+204
+5% +$19.3K ﹤0.01% 1009
2016
Q2 		$369K Buy
4,100
+171
+4% +$15.6K ﹤0.01% 925
2016
Q1 		$336K Sell
3,929
-920
-19% -$71.8K ﹤0.01% 932
2015
Q4 		$362K Sell
4,849
-462
-9% -$39.5K ﹤0.01% 906
2015
Q3 		$483K Buy
+5,311
New +$501K ﹤0.01% 756
2015
Q2 		– Sell
-7,593
Closed -$775K – 3349
2015
Q1 		$775K Sell
7,593
-685
-8% -$77.6K 0.01% 556
2014
Q4 		$1.01M Buy
8,278
+1,498
+22% +$179K 0.01% 447
2014
Q3 		$822K Sell
6,780
-495
-7% -$56.4K 0.01% 472
2014
Q2 		$782K Buy
7,275
+1,307
+22% +$135K 0.01% 470
2014
Q1 		$609K Sell
5,968
-788
-12% -$81.3K 0.01% 540
2013
Q4 		$837K Buy
6,756
+1,905
+39% +$228K 0.01% 358
2013
Q3 		$531K Sell
4,851
-5,589
-54% -$614K 0.01% 431
2013
Q2 		$1.11M Buy
+10,440
New +$1.14M 0.03% 213

Other funds holding KSU

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Creative Planning's KSU Position: Q4 2021 in Review

Creative Planning sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 13,286 shares — an estimated $3.6M sold.

Creative Planning first reported a position in KSU in Q2 2013 and held it in 33 quarters. The position peaked at $4.8M in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Creative Planning reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Creative Planning sold 13,286 Kansas City Southern shares in Q4 2021, an estimated $3.6M.
  • Creative Planning first reported a position in Kansas City Southern in Q2 2013 and held it in 33 quarters.
  • Creative Planning's Kansas City Southern position peaked at $4.8M in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Creative Planning's 13F filing for Q4 2021, filed 11 Feb 2022.