FWM
KSU

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

Filbrandt 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
2020
Q3 		– Sell
-26
Closed -$4K – 384
2020
Q2 		$4K Buy
+26
New +$3.66K ﹤0.01% 289

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Filbrandt Wealth Management's KSU Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of Kansas City Southern (KSU) in Q3 2020, closing a stake of 26 shares — an estimated $4K sold.

Filbrandt Wealth Management first reported a position in KSU in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 715 funds tracked by Wall St. Rank hold KSU as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining Kansas City Southern position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 26 Kansas City Southern shares in Q3 2020, an estimated $4K.
  • Filbrandt Wealth Management first reported a position in Kansas City Southern in Q2 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's Kansas City Southern position peaked at $4K in Q2 2020.
  • 715 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.