ETrade Capital Management’s Kansas City Southern KSU Stock Holding History

ETrade Capital 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
2020 Q3	$404K	Sell	2,232 -1,081	-33%	-$187K	0.01%	626
2020 Q2	$495K	Sell	3,313 -130	-4%	-$18.3K	0.01%	536
2020 Q1	$438K	Sell	3,443 -914	-21%	-$139K	0.01%	501
2019 Q4	$668K	Sell	4,357 -198	-4%	-$29.1K	0.02%	475
2019 Q3	$606K	Buy	4,555 +146	+3%	+$18.2K	0.02%	508
2019 Q2	$537K	Buy	4,409 +1,846	+72%	+$221K	0.01%	538
2019 Q1	$297K	Buy	+2,563	New	+$277K	0.01%	674
2018 Q3	–	Sell	-2,381	Closed	-$252K	–	860
2018 Q2	$252K	Buy	+2,381	New	+$259K	0.01%	696

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ETrade Capital Management's KSU Position: Q3 2020 in Review

ETrade Capital Management reduced its Kansas City Southern (KSU) stake by 33% in Q3 2020, selling an estimated $187K and leaving 2,232 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #626.

ETrade Capital Management first reported a position in KSU in Q2 2018 and has held it in 8 quarters since. The position peaked at $668K in Q4 2019. 715 funds tracked by Wall St. Rank hold KSU as of Q3 2020.

ETrade Capital Management held 2,232 shares of Kansas City Southern worth $404K as of Q3 2020.
ETrade Capital Management sold 1,081 Kansas City Southern shares in Q3 2020, an estimated $187K.
Kansas City Southern made up 0.01% of ETrade Capital Management's portfolio in Q3 2020, its #626 holding.
ETrade Capital Management first reported a position in Kansas City Southern in Q2 2018 and has held it in 8 quarters since.
ETrade Capital Management's Kansas City Southern position peaked at $668K in Q4 2019.
715 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.