Focused Wealth Management’s Kansas City Southern KSU Stock Holding History

Focused Wealth Management’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 Q4	–	Sell	-106	Closed	-$19K	–	940
2020 Q3	$19K	Hold	106	–	–	﹤0.01%	429
2020 Q2	$16K	Hold	106	–	–	﹤0.01%	444
2020 Q1	$14K	Hold	106	–	–	﹤0.01%	422
2019 Q4	$16K	Hold	106	–	–	﹤0.01%	447
2019 Q3	$14K	Hold	106	–	–	﹤0.01%	440
2019 Q2	$13K	Hold	106	–	–	﹤0.01%	487
2019 Q1	$12K	Hold	106	–	–	﹤0.01%	448
2018 Q4	$10K	Hold	106	–	–	﹤0.01%	463
2018 Q3	$12K	Hold	106	–	–	﹤0.01%	435
2018 Q2	$11K	Hold	106	–	–	﹤0.01%	439
2018 Q1	$12K	Hold	106	–	–	﹤0.01%	460
2017 Q4	$11K	Hold	106	–	–	﹤0.01%	456
2017 Q3	$12K	Hold	106	–	–	﹤0.01%	414
2017 Q2	$11K	Sell	106 -675	-86%	-$63.3K	﹤0.01%	461
2017 Q1	$67K	Hold	781	–	–	0.03%	254
2016 Q4	$66K	Hold	781	–	–	0.03%	246
2016 Q3	$73K	Buy	781 +675	+637%	+$63.9K	0.03%	233
2016 Q2	$10K	Hold	106	–	–	﹤0.01%	445
2016 Q1	$9K	Hold	106	–	–	﹤0.01%	419
2015 Q4	$8K	Hold	106	–	–	﹤0.01%	446
2015 Q3	$10K	Hold	106	–	–	0.01%	404
2015 Q2	$10K	Hold	106	–	–	0.01%	414
2015 Q1	$11K	Hold	106	–	–	0.01%	421
2014 Q4	$13K	Hold	106	–	–	0.01%	382
2014 Q3	$13K	Hold	106	–	–	0.01%	391
2014 Q2	$11K	Hold	106	–	–	0.01%	413
2014 Q1	$11K	Hold	106	–	–	0.01%	385
2013 Q4	$13K	Hold	106	–	–	0.01%	360
2013 Q3	$12K	Buy	+106	New	+$11.7K	0.01%	341

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Focused Wealth Management's KSU Position: Q4 2020 in Review

Focused Wealth Management sold out of Kansas City Southern (KSU) in Q4 2020, closing a stake of 106 shares — an estimated $19K sold.

Focused Wealth Management first reported a position in KSU in Q3 2013 and held it in 29 quarters. The position peaked at $73K in Q3 2016. 744 funds tracked by Wall St. Rank hold KSU as of Q4 2020.

Focused Wealth Management reported no remaining Kansas City Southern position as of Q4 2020 after selling out during the quarter.
Focused Wealth Management sold 106 Kansas City Southern shares in Q4 2020, an estimated $19K.
Focused Wealth Management first reported a position in Kansas City Southern in Q3 2013 and held it in 29 quarters.
Focused Wealth Management's Kansas City Southern position peaked at $73K in Q3 2016.
744 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2020.

Based on Focused Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.