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

Frontier 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
2021 Q4	–	Sell	-877	Closed	-$237K	–	448
2021 Q3	$237K	Sell	877 -50	-5%	-$13.9K	0.02%	375
2021 Q2	$263K	Sell	927 -100	-10%	-$28.9K	0.02%	357
2021 Q1	$271K	Sell	1,027 -13	-1%	-$2.83K	0.02%	316
2020 Q4	$212K	Buy	+1,040	New	+$195K	0.02%	350
2015 Q2	–	Sell	-8,480	Closed	-$866K	–	386
2015 Q1	$866K	Sell	8,480 -1,079	-11%	-$122K	0.14%	116
2014 Q4	$1.17M	Buy	+9,559	New	+$1.14M	0.22%	72

Other funds holding KSU

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

Frontier Wealth Management's KSU Position: Q4 2021 in Review

Frontier Wealth Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 877 shares — an estimated $237K sold.

Frontier Wealth Management first reported a position in KSU in Q4 2014 and held it in 6 quarters. The position peaked at $1.17M in Q4 2014. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Frontier Wealth Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Frontier Wealth Management sold 877 Kansas City Southern shares in Q4 2021, an estimated $237K.
Frontier Wealth Management first reported a position in Kansas City Southern in Q4 2014 and held it in 6 quarters.
Frontier Wealth Management's Kansas City Southern position peaked at $1.17M in Q4 2014.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Frontier Wealth Management's 13F filing for Q4 2021, filed 4 Feb 2022.