DA
KSU

Doliver Advisors’s Kansas City Southern KSU Stock Holding History

Doliver Advisors’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
2019
Q4 		– Sell
-1,945
Closed -$261K – 172
2019
Q3 		$261K Sell
1,945
-380
-16% -$47.4K 0.1% 87
2019
Q2 		$283K Sell
2,325
-100
-4% -$12K 0.11% 80
2019
Q1 		$281K Buy
2,425
+210
+9% +$22.7K 0.11% 72
2018
Q4 		$211K Buy
+2,215
New +$225K 0.1% 114

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Doliver Advisors's KSU Position: Q4 2019 in Review

Doliver Advisors sold out of Kansas City Southern (KSU) in Q4 2019, closing a stake of 1,945 shares — an estimated $261K sold.

Doliver Advisors first reported a position in KSU in Q4 2018 and held it in 4 quarters. The position peaked at $283K in Q2 2019. 683 funds tracked by Wall St. Rank hold KSU as of Q4 2019.

  • Doliver Advisors reported no remaining Kansas City Southern position as of Q4 2019 after selling out during the quarter.
  • Doliver Advisors sold 1,945 Kansas City Southern shares in Q4 2019, an estimated $261K.
  • Doliver Advisors first reported a position in Kansas City Southern in Q4 2018 and held it in 4 quarters.
  • Doliver Advisors's Kansas City Southern position peaked at $283K in Q2 2019.
  • 683 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2019.

Based on Doliver Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.