FA
KSU

FDx Advisors’s Kansas City Southern KSU Stock Holding History

FDx 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
2020
Q1 		– Sell
-1,693
Closed -$259K – 640
2019
Q4 		$259K Buy
+1,693
New +$248K 0.01% 530
2019
Q3 		– Sell
-1,891
Closed -$230K – 844
2019
Q2 		$230K Buy
+1,891
New +$226K 0.01% 725
2016
Q2 		– Sell
-14,916
Closed -$1.27M – 954
2016
Q1 		$1.27M Buy
14,916
+2,604
+21% +$203K 0.06% 299
2015
Q4 		$919K Buy
12,312
+2,513
+26% +$215K 0.04% 372
2015
Q3 		$891K Sell
9,799
-925
-9% -$87.3K 0.08% 278
2015
Q2 		$978K Sell
10,724
-176
-2% -$17.4K 0.05% 345
2015
Q1 		$1.11M Buy
10,900
+8,592
+372% +$974K 0.02% 556
2014
Q4 		$282K Buy
+2,308
New +$276K 0.02% 741

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

FDx Advisors's KSU Position: Q1 2020 in Review

FDx Advisors sold out of Kansas City Southern (KSU) in Q1 2020, closing a stake of 1,693 shares — an estimated $259K sold.

FDx Advisors first reported a position in KSU in Q4 2014 and held it in 8 quarters. The position peaked at $1.27M in Q1 2016. 640 funds tracked by Wall St. Rank hold KSU as of Q1 2020.

  • FDx Advisors reported no remaining Kansas City Southern position as of Q1 2020 after selling out during the quarter.
  • FDx Advisors sold 1,693 Kansas City Southern shares in Q1 2020, an estimated $259K.
  • FDx Advisors first reported a position in Kansas City Southern in Q4 2014 and held it in 8 quarters.
  • FDx Advisors's Kansas City Southern position peaked at $1.27M in Q1 2016.
  • 640 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2020.

Based on FDx Advisors's 13F filing for Q1 2020, filed 13 May 2020.