FANJ
KSU

Financial Architects (New Jersey)’s Kansas City Southern KSU Stock Holding History

Financial Architects (New Jersey)’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
-290
Closed -$43K – 834
2020
Q2 		$43K Buy
290
+100
+53% +$14.1K 0.01% 446
2020
Q1 		$24K Hold
190
– – 0.01% 478
2019
Q4 		$29K Hold
190
– – 0.01% 512
2019
Q3 		$25K Sell
190
-100
-34% -$12.5K 0.01% 558
2019
Q2 		$35K Buy
290
+80
+38% +$9.57K 0.01% 589
2019
Q1 		$24K Sell
210
-202
-49% -$21.8K ﹤0.01% 837
2018
Q4 		$39K Sell
412
-120
-23% -$12.2K 0.01% 613
2018
Q3 		$60K Sell
532
-100
-16% -$11.4K 0.01% 578
2018
Q2 		$67K Sell
632
-610
-49% -$66.3K 0.01% 490
2018
Q1 		$136K Sell
1,242
-100
-7% -$10.8K 0.03% 384
2017
Q4 		$141K Sell
1,342
-115
-8% -$12.3K 0.02% 411
2017
Q3 		$158K Sell
1,457
-70
-5% -$7.34K 0.03% 391
2017
Q2 		$160K Hold
1,527
– – 0.03% 367
2017
Q1 		$131K Buy
1,527
+1,115
+271% +$95.6K 0.02% 403
2016
Q4 		$35K Sell
412
-282
-41% -$24.9K 0.01% 684
2016
Q3 		$65K Hold
694
– – 0.02% 500
2016
Q2 		$63K Buy
694
+20
+3% +$1.82K 0.02% 485
2016
Q1 		$58K Buy
+674
New +$52.6K 0.02% 371
2015
Q3 		– Sell
-666
Closed -$61K – 1010
2015
Q2 		$61K Buy
666
+216
+48% +$21.3K 0.02% 402
2015
Q1 		$46K Hold
450
– – 0.02% 415
2014
Q4 		$55K Buy
450
+40
+10% +$4.78K 0.02% 335
2014
Q3 		$50K Hold
410
– – 0.02% 308
2014
Q2 		$44K Buy
+410
New +$42.3K 0.02% 342
2013
Q4 		– Sell
-285
Closed -$31K – 608
2013
Q3 		$31K Hold
285
– – 0.02% 315
2013
Q2 		$30K Buy
+285
New +$31K 0.02% 298

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 $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 $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

Financial Architects (New Jersey)'s KSU Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Kansas City Southern (KSU) in Q3 2020, closing a stake of 290 shares — an estimated $43K sold.

Financial Architects (New Jersey) first reported a position in KSU in Q2 2013 and held it in 25 quarters. The position peaked at $160K in Q2 2017. 715 funds tracked by Wall St. Rank hold KSU as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Kansas City Southern position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 290 Kansas City Southern shares in Q3 2020, an estimated $43K.
  • Financial Architects (New Jersey) first reported a position in Kansas City Southern in Q2 2013 and held it in 25 quarters.
  • Financial Architects (New Jersey)'s Kansas City Southern position peaked at $160K in Q2 2017.
  • 715 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.