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
2016 Q4	–	Sell	-500	Closed	-$5K	–	4933
2016 Q3	$5K	Buy	+500	New	+$47.4K	﹤0.01%	3918
2015 Q1	–	Sell	-100	Closed	-$1K	–	4471
2014 Q4	$1K	Buy	+100	New	+$12K	﹤0.01%	4034

Other funds holding KSU

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.