GWS
KSU

Glassman Wealth Services’s Kansas City Southern KSU Stock Holding History

Glassman Wealth Services’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
-50
Closed -$14K – 2041
2021
Q3 		$14K Buy
50
+3
+6% +$835 ﹤0.01% 686
2021
Q2 		$13K Buy
47
+8
+21% +$2.31K ﹤0.01% 698
2021
Q1 		$10K Sell
39
-4
-9% -$870 ﹤0.01% 725
2020
Q4 		$9K Hold
43
– – ﹤0.01% 756
2020
Q3 		$8K Buy
43
+5
+13% +$866 ﹤0.01% 690
2020
Q2 		$6K Buy
38
+6
+19% +$844 ﹤0.01% 603
2020
Q1 		$4K Sell
32
-12
-27% -$1.83K ﹤0.01% 578
2019
Q4 		$7K Buy
44
+4
+10% +$587 ﹤0.01% 543
2019
Q3 		$5K Hold
40
– – ﹤0.01% 553
2019
Q2 		$5K Buy
40
+2
+5% +$239 ﹤0.01% 566
2019
Q1 		$4K Buy
38
+9
+31% +$972 ﹤0.01% 603
2018
Q4 		$3K Hold
29
– – ﹤0.01% 517
2018
Q3 		$3K Sell
29
-7
-19% -$797 ﹤0.01% 564
2018
Q2 		$4K Sell
36
-7
-16% -$761 ﹤0.01% 479
2018
Q1 		$5K Sell
43
-7
-14% -$758 ﹤0.01% 435
2017
Q4 		$5K Buy
50
+29
+138% +$3.09K ﹤0.01% 411
2017
Q3 		$2K Buy
21
+10
+91% +$1.05K ﹤0.01% 429
2017
Q2 		$1K Hold
11
– – ﹤0.01% 512
2017
Q1 		$1K Buy
+11
New +$943 ﹤0.01% 542
2016
Q4 		– Sell
-4
Closed – – 739
2016
Q3 		$0 Buy
+4
New +$379 ﹤0.01% 614

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

Glassman Wealth Services's KSU Position: Q4 2021 in Review

Glassman Wealth Services sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 50 shares — an estimated $14K sold.

Glassman Wealth Services first reported a position in KSU in Q3 2016 and held it in 20 quarters. The position peaked at $14K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Glassman Wealth Services reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 50 Kansas City Southern shares in Q4 2021, an estimated $14K.
  • Glassman Wealth Services first reported a position in Kansas City Southern in Q3 2016 and held it in 20 quarters.
  • Glassman Wealth Services's Kansas City Southern position peaked at $14K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Glassman Wealth Services's 13F filing for Q4 2021, filed 14 Feb 2022.