FGC
KSU

Financial Gravity Companies’s Kansas City Southern KSU Stock Holding History

Financial Gravity Companies’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
2018
Q1 		$1K Sell
9
-122
-93% -$13.2K ﹤0.01% 1322
2017
Q4 		$15K Buy
+131
New +$14K 0.02% 523

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Financial Gravity Companies's KSU Position: Q1 2018 in Review

Financial Gravity Companies reduced its Kansas City Southern (KSU) stake by 93% in Q1 2018, selling an estimated $13.2K and leaving 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Financial Gravity Companies first reported a position in KSU in Q4 2017 and has held it in 2 quarters since. The position peaked at $15K in Q4 2017. 570 funds tracked by Wall St. Rank hold KSU as of Q1 2018.

  • Financial Gravity Companies held 9 shares of Kansas City Southern worth $1K as of Q1 2018.
  • Financial Gravity Companies sold 122 Kansas City Southern shares in Q1 2018, an estimated $13.2K.
  • Kansas City Southern made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #1322 holding.
  • Financial Gravity Companies first reported a position in Kansas City Southern in Q4 2017 and has held it in 2 quarters since.
  • Financial Gravity Companies's Kansas City Southern position peaked at $15K in Q4 2017.
  • 570 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.