GCA
KSU

Gideon Capital Advisors’s Kansas City Southern KSU Stock Holding History

Gideon Capital 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
2019
Q4 		– Sell
-9,033
Closed -$1.2M – 415
2019
Q3 		$1.2M Buy
+9,033
New +$1.13M 0.39% 93
2018
Q4 		– Sell
-5,323
Closed -$603K – 539
2018
Q3 		$603K Buy
5,323
+3,394
+176% +$387K 0.28% 103
2018
Q2 		$204K Buy
+1,929
New +$210K 0.1% 342
2018
Q1 		– Sell
-3,961
Closed -$417K – 497
2017
Q4 		$417K Buy
3,961
+612
+18% +$65.3K 0.37% 78
2017
Q3 		$364K Buy
+3,349
New +$351K 0.36% 90
2017
Q2 		– Sell
-7,181
Closed -$616K – 441
2017
Q1 		$616K Sell
7,181
-1,270
-15% -$109K 0.37% 67
2016
Q4 		$718K Sell
8,451
-6,923
-45% -$610K 0.46% 30
2016
Q3 		$1.44M Buy
+15,374
New +$1.46M 0.87% 35
2015
Q4 		– Sell
-7,994
Closed -$726K – 292
2015
Q3 		$726K Buy
+7,994
New +$754K 0.42% 94
2015
Q2 		– Sell
-5,910
Closed -$603K – 331
2015
Q1 		$603K Buy
+5,910
New +$670K 0.24% 138
2014
Q3 		– Sell
-14,063
Closed -$1.51M – 380
2014
Q2 		$1.51M Buy
+14,063
New +$1.45M 0.55% 62

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

Gideon Capital Advisors's KSU Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Kansas City Southern (KSU) in Q4 2019, closing a stake of 9,033 shares — an estimated $1.2M sold.

Gideon Capital Advisors first reported a position in KSU in Q2 2014 and held it in 11 quarters. The position peaked at $1.51M in Q2 2014. 683 funds tracked by Wall St. Rank hold KSU as of Q4 2019.

  • Gideon Capital Advisors reported no remaining Kansas City Southern position as of Q4 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 9,033 Kansas City Southern shares in Q4 2019, an estimated $1.2M.
  • Gideon Capital Advisors first reported a position in Kansas City Southern in Q2 2014 and held it in 11 quarters.
  • Gideon Capital Advisors's Kansas City Southern position peaked at $1.51M in Q2 2014.
  • 683 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.