DWM
KSU

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

Destination 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
Q2 		– Sell
-112
Closed -$12K – 674
2018
Q1 		$12K Buy
+112
New +$12.1K ﹤0.01% 381

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 $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Destination Wealth Management's KSU Position: Q2 2018 in Review

Destination Wealth Management sold out of Kansas City Southern (KSU) in Q2 2018, closing a stake of 112 shares — an estimated $12K sold.

Destination Wealth Management first reported a position in KSU in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 590 funds tracked by Wall St. Rank hold KSU as of Q2 2018.

  • Destination Wealth Management reported no remaining Kansas City Southern position as of Q2 2018 after selling out during the quarter.
  • Destination Wealth Management sold 112 Kansas City Southern shares in Q2 2018, an estimated $12K.
  • Destination Wealth Management first reported a position in Kansas City Southern in Q1 2018 and held it in 1 quarter.
  • Destination Wealth Management's Kansas City Southern position peaked at $12K in Q1 2018.
  • 590 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2018.

Based on Destination Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.