FWIA
KSU

Fort Washington Investment Advisors’s Kansas City Southern KSU Stock Holding History

Fort Washington Investment Advisors’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
-1,900
Closed -$514K – 530
2021
Q3 		$514K Hold
1,900
– – ﹤0.01% 388
2021
Q2 		$538K Hold
1,900
– – ﹤0.01% 382
2021
Q1 		$501K Hold
1,900
– – ﹤0.01% 378
2020
Q4 		$388K Hold
1,900
– – ﹤0.01% 416
2020
Q3 		$344K Hold
1,900
– – ﹤0.01% 416
2020
Q2 		$284K Hold
1,900
– – ﹤0.01% 443
2020
Q1 		$242K Buy
1,900
+200
+12% +$30.5K ﹤0.01% 396
2019
Q4 		$260K Hold
1,700
– – ﹤0.01% 457
2019
Q3 		$226K Sell
1,700
-1,260
-43% -$157K ﹤0.01% 475
2019
Q2 		$361K Sell
2,960
-50
-2% -$5.98K ﹤0.01% 421
2019
Q1 		$349K Sell
3,010
-5,205
-63% -$562K ﹤0.01% 429
2018
Q4 		$784K Sell
8,215
-800
-9% -$81.2K 0.01% 350
2018
Q3 		$1.02M Buy
9,015
+250
+3% +$28.5K 0.01% 354
2018
Q2 		$929K Buy
8,765
+2,025
+30% +$220K 0.01% 363
2018
Q1 		$740K Buy
6,740
+750
+13% +$81.3K 0.01% 389
2017
Q4 		$630K Hold
5,990
– – 0.01% 452
2017
Q3 		$651K Sell
5,990
-320
-5% -$33.6K 0.01% 366
2017
Q2 		$660K Buy
6,310
+100
+2% +$9.38K 0.01% 361
2017
Q1 		$533K Sell
6,210
-445
-7% -$38.1K 0.01% 384
2016
Q4 		$565K Buy
6,655
+585
+10% +$51.6K 0.01% 374
2016
Q3 		$566K Hold
6,070
– – 0.01% 334
2016
Q2 		$547K Sell
6,070
-100
-2% -$9.1K 0.01% 349
2016
Q1 		$527K Buy
+6,170
New +$481K 0.01% 356
2015
Q4 		– Sell
-6,795
Closed -$618K – 448
2015
Q3 		$618K Sell
6,795
-530
-7% -$50K 0.01% 331
2015
Q2 		$668K Buy
7,325
+450
+7% +$44.4K 0.01% 313
2015
Q1 		$702K Buy
6,875
+525
+8% +$59.5K 0.01% 304
2014
Q4 		$775K Hold
6,350
– – 0.02% 295
2014
Q3 		$770K Sell
6,350
-75
-1% -$8.55K 0.02% 296
2014
Q2 		$691K Buy
6,425
+550
+9% +$56.8K 0.01% 311
2014
Q1 		$600K Sell
5,875
-100
-2% -$10.3K 0.01% 308
2013
Q4 		$740K Sell
5,975
-520
-8% -$62.2K 0.02% 363
2013
Q3 		$710K Buy
6,495
+100
+2% +$11K 0.02% 341
2013
Q2 		$678K Buy
+6,395
New +$695K 0.02% 326

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

Fort Washington Investment Advisors's KSU Position: Q4 2021 in Review

Fort Washington Investment Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,900 shares — an estimated $514K sold.

Fort Washington Investment Advisors first reported a position in KSU in Q2 2013 and held it in 33 quarters. The position peaked at $1.02M in Q3 2018. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Fort Washington Investment Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 1,900 Kansas City Southern shares in Q4 2021, an estimated $514K.
  • Fort Washington Investment Advisors first reported a position in Kansas City Southern in Q2 2013 and held it in 33 quarters.
  • Fort Washington Investment Advisors's Kansas City Southern position peaked at $1.02M in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Fort Washington Investment Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.