FCI
KSU

Financial Counselors Inc’s Kansas City Southern KSU Stock Holding History

Financial Counselors Inc’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
2021
Q4 		– Sell
-37,526
Closed -$10.2M – 551
2021
Q3 		$10.2M Buy
37,526
+3,009
+9% +$838K 0.22% 123
2021
Q2 		$9.78M Buy
34,517
+490
+1% +$141K 0.21% 127
2021
Q1 		$8.98M Buy
34,027
+3,126
+10% +$680K 0.21% 131
2020
Q4 		$6.31M Buy
30,901
+1,323
+4% +$248K 0.16% 151
2020
Q3 		$5.35M Buy
29,578
+280
+1% +$48.5K 0.16% 148
2020
Q2 		$4.37M Buy
29,298
+621
+2% +$87.3K 0.14% 160
2020
Q1 		$3.65M Buy
28,677
+15,518
+118% +$2.37M 0.16% 143
2019
Q4 		$2.02M Sell
13,159
-1,348
-9% -$198K 0.07% 222
2019
Q3 		$1.93M Buy
14,507
+100
+0.7% +$12.5K 0.08% 219
2019
Q2 		$1.75M Sell
14,407
-925
-6% -$111K 0.07% 224
2019
Q1 		$1.78M Buy
15,332
+2,375
+18% +$256K 0.08% 219
2018
Q4 		$1.24M Buy
12,957
+875
+7% +$88.8K 0.06% 239
2018
Q3 		$1.37M Sell
12,082
-500
-4% -$57K 0.06% 249
2018
Q2 		$1.33M Buy
12,582
+100
+0.8% +$10.9K 0.06% 245
2018
Q1 		$1.37M Buy
12,482
+730
+6% +$79.1K 0.07% 245
2017
Q4 		$1.24M Sell
11,752
-157
-1% -$16.7K 0.06% 262
2017
Q3 		$1.29M Sell
11,909
-321
-3% -$33.7K 0.06% 255
2017
Q2 		$1.28M Buy
12,230
+54
+0.4% +$5.06K 0.06% 264
2017
Q1 		$1.04M Hold
12,176
– – 0.05% 271
2016
Q4 		$1.03M Buy
+12,176
New +$1.07M 0.06% 274
2016
Q2 		$792K Sell
8,786
-63
-0.7% -$5.73K 0.05% 278
2016
Q1 		$756K Sell
8,849
-650
-7% -$50.7K 0.05% 282
2015
Q4 		$709K Buy
9,499
+1,025
+12% +$87.6K 0.05% 281
2015
Q3 		$770K Sell
8,474
-1,122
-12% -$106K 0.05% 267
2015
Q2 		$875K Sell
9,596
-7,094
-43% -$700K 0.06% 267
2015
Q1 		$1.7M Buy
16,690
+1,524
+10% +$173K 0.11% 211
2014
Q4 		$1.85M Buy
15,166
+574
+4% +$68.7K 0.12% 204
2014
Q3 		$1.77M Sell
14,592
-5,642
-28% -$643K 0.12% 200
2014
Q2 		$2.17M Buy
20,234
+3,215
+19% +$332K 0.15% 180
2014
Q1 		$1.74M Buy
17,019
+6,401
+60% +$660K 0.13% 190
2013
Q4 		$1.31M Buy
10,618
+424
+4% +$50.7K 0.1% 204
2013
Q3 		$1.11M Sell
10,194
-356
-3% -$39.1K 0.09% 213
2013
Q2 		$1.12M Buy
+10,550
New +$1.15M 0.09% 203

Other funds holding KSU

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Financial Counselors Inc's KSU Position: Q4 2021 in Review

Financial Counselors Inc sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 37,526 shares — an estimated $10.2M sold.

Financial Counselors Inc first reported a position in KSU in Q2 2013 and held it in 33 quarters. The position peaked at $10.2M in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Financial Counselors Inc reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Financial Counselors Inc sold 37,526 Kansas City Southern shares in Q4 2021, an estimated $10.2M.
  • Financial Counselors Inc first reported a position in Kansas City Southern in Q2 2013 and held it in 33 quarters.
  • Financial Counselors Inc's Kansas City Southern position peaked at $10.2M in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Financial Counselors Inc's 13F filing for Q4 2021, filed 10 Feb 2022.