GWAG
KSU

Garrett Wealth Advisory Group’s Kansas City Southern KSU Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-14
Closed -$1.86K – 711
2019
Q3 		$1.86K Buy
+14
New +$1.75K ﹤0.01% 578

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Garrett Wealth Advisory Group's KSU Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Kansas City Southern (KSU) in Q4 2019, closing a stake of 14 shares — an estimated $1.86K sold.

Garrett Wealth Advisory Group first reported a position in KSU in Q3 2019 and held it in 1 quarter. The position peaked at $1.86K in Q3 2019. 683 funds tracked by Wall St. Rank hold KSU as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Kansas City Southern position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 14 Kansas City Southern shares in Q4 2019, an estimated $1.86K.
  • Garrett Wealth Advisory Group first reported a position in Kansas City Southern in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Kansas City Southern position peaked at $1.86K in Q3 2019.
  • 683 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.