FWM
KSU

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
2014
Q4 		– Sell
-116,000
Closed -$1.67M – 726
2014
Q3 		$1.67M Buy
+116,000
New +$13.2M 1.28% 25

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
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.