FCFS
KSU

First Command Financial Services’s Kansas City Southern KSU Stock Holding History

First Command Financial Services’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
-33
Closed -$9K – 504
2021
Q3 		$9K Buy
+33
New +$9.19K ﹤0.01% 378
2019
Q1 		– Sell
-23
Closed -$2K – 459
2018
Q4 		$2K Sell
23
-122
-84% -$12.4K ﹤0.01% 404
2018
Q3 		$16K Hold
145
– – ﹤0.01% 315
2018
Q2 		$16K Hold
145
– – ﹤0.01% 318
2018
Q1 		$16K Hold
145
– – ﹤0.01% 319
2017
Q4 		$16K Hold
145
– – 0.01% 307
2017
Q3 		$16K Buy
145
+19
+15% +$1.99K 0.01% 301
2017
Q2 		$14K Sell
126
-202
-62% -$18.9K 0.01% 324
2017
Q1 		$28K Buy
328
+25
+8% +$2.14K 0.02% 249
2016
Q4 		$26K Buy
+303
New +$26.7K 0.02% 255

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

First Command Financial Services's KSU Position: Q4 2021 in Review

First Command Financial Services sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 33 shares — an estimated $9K sold.

First Command Financial Services first reported a position in KSU in Q4 2016 and held it in 10 quarters. The position peaked at $28K in Q1 2017. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • First Command Financial Services reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • First Command Financial Services sold 33 Kansas City Southern shares in Q4 2021, an estimated $9K.
  • First Command Financial Services first reported a position in Kansas City Southern in Q4 2016 and held it in 10 quarters.
  • First Command Financial Services's Kansas City Southern position peaked at $28K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on First Command Financial Services's 13F filing for Q4 2021, filed 25 Jan 2022.