EWP
KSU

Engrave Wealth Partners’s Kansas City Southern KSU Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-150
Closed -$22K – 464
2020
Q2 		$22K Hold
150
– – 0.02% 173
2020
Q1 		$19K Hold
150
– – 0.02% 158
2019
Q4 		$22K Buy
+150
New +$22K 0.02% 211

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Engrave Wealth Partners's KSU Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Kansas City Southern (KSU) in Q3 2020, closing a stake of 150 shares — an estimated $22K sold.

Engrave Wealth Partners first reported a position in KSU in Q4 2019 and held it in 3 quarters. The position peaked at $22K in Q2 2020. 715 funds tracked by Wall St. Rank hold KSU as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Kansas City Southern position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 150 Kansas City Southern shares in Q3 2020, an estimated $22K.
  • Engrave Wealth Partners first reported a position in Kansas City Southern in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Kansas City Southern position peaked at $22K in Q2 2020.
  • 715 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.