EWM
KSU

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

Edge 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
2017
Q1 		– Sell
-2
Closed -$1K – 543
2016
Q4 		$1K Buy
+2
New +$176 ﹤0.01% 472

Other funds holding KSU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Edge Wealth Management's KSU Position: Q1 2017 in Review

Edge Wealth Management sold out of Kansas City Southern (KSU) in Q1 2017, closing a stake of 2 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in KSU in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 513 funds tracked by Wall St. Rank hold KSU as of Q1 2017.

  • Edge Wealth Management reported no remaining Kansas City Southern position as of Q1 2017 after selling out during the quarter.
  • Edge Wealth Management sold 2 Kansas City Southern shares in Q1 2017, an estimated $1K.
  • Edge Wealth Management first reported a position in Kansas City Southern in Q4 2016 and held it in 1 quarter.
  • Edge Wealth Management's Kansas City Southern position peaked at $1K in Q4 2016.
  • 513 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2017.

Based on Edge Wealth Management's 13F filing for Q1 2017, filed 12 Apr 2017.