FIM
KSU

Freedom Investment Management’s Kansas City Southern KSU Stock Holding History

Freedom Investment 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
2018
Q4 		– Sell
-2,037
Closed -$234K – 928
2018
Q3 		$234K Buy
+2,037
New +$232K 0.01% 786
2018
Q2 		– Sell
-3,143
Closed -$345K – 1183
2018
Q1 		$345K Buy
+3,143
New +$341K 0.02% 833

Other funds holding KSU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freedom Investment Management's KSU Position: Q4 2018 in Review

Freedom Investment Management sold out of Kansas City Southern (KSU) in Q4 2018, closing a stake of 2,037 shares — an estimated $234K sold.

Freedom Investment Management first reported a position in KSU in Q1 2018 and held it in 2 quarters. The position peaked at $345K in Q1 2018. 573 funds tracked by Wall St. Rank hold KSU as of Q4 2018.

  • Freedom Investment Management reported no remaining Kansas City Southern position as of Q4 2018 after selling out during the quarter.
  • Freedom Investment Management sold 2,037 Kansas City Southern shares in Q4 2018, an estimated $234K.
  • Freedom Investment Management first reported a position in Kansas City Southern in Q1 2018 and held it in 2 quarters.
  • Freedom Investment Management's Kansas City Southern position peaked at $345K in Q1 2018.
  • 573 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2018.

Based on Freedom Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.