FPGK
KSU

Financial Partners Group (Kansas)’s Kansas City Southern KSU Stock Holding History

Financial Partners Group (Kansas)’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
-16,039
Closed -$4.34M – 168
2021
Q3 		$4.34M Buy
16,039
+1
+0% +$278 1.02% 28
2021
Q2 		$4.54M Buy
16,038
+14,796
+1,191% +$4.27M 1.17% 24
2021
Q1 		$328K Hold
1,242
– – 0.09% 105
2020
Q4 		$265K Buy
1,242
+2
+0.2% +$376 0.08% 107
2020
Q3 		$224K Buy
+1,240
New +$215K 0.08% 108

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 Partners Group (Kansas)'s KSU Position: Q4 2021 in Review

Financial Partners Group (Kansas) sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 16,039 shares — an estimated $4.34M sold.

Financial Partners Group (Kansas) first reported a position in KSU in Q3 2020 and held it in 5 quarters. The position peaked at $4.54M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Financial Partners Group (Kansas) reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 16,039 Kansas City Southern shares in Q4 2021, an estimated $4.34M.
  • Financial Partners Group (Kansas) first reported a position in Kansas City Southern in Q3 2020 and held it in 5 quarters.
  • Financial Partners Group (Kansas)'s Kansas City Southern position peaked at $4.54M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Financial Partners Group (Kansas)'s 13F filing for Q4 2021, filed 10 Feb 2022.