GRP
KSU

Global Retirement Partners’s Kansas City Southern KSU Stock Holding History

Global Retirement Partners’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
-4
Closed -$1K – 2022
2021
Q3 		$1K Sell
4
-3
-43% -$835 ﹤0.01% 1970
2021
Q2 		$2K Sell
7
-15
-68% -$4.33K ﹤0.01% 1774
2021
Q1 		$6K Buy
+22
New +$4.79K ﹤0.01% 1461
2019
Q2 		– Sell
-19
Closed -$2K – 1743
2019
Q1 		$2K Hold
19
– – ﹤0.01% 1424
2018
Q4 		$2K Hold
19
– – ﹤0.01% 1365
2018
Q3 		$2K Hold
19
– – ﹤0.01% 1439
2018
Q2 		$2K Hold
19
– – ﹤0.01% 1426
2018
Q1 		$2K Hold
19
– – ﹤0.01% 1380
2017
Q4 		$2K Hold
19
– – ﹤0.01% 1353
2017
Q3 		$2K Hold
19
– – ﹤0.01% 1149
2017
Q2 		$2K Hold
19
– – ﹤0.01% 1083
2017
Q1 		$2K Hold
19
– – ﹤0.01% 1043
2016
Q4 		$2K Buy
+19
New +$1.68K ﹤0.01% 985

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

Global Retirement Partners's KSU Position: Q4 2021 in Review

Global Retirement Partners sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 4 shares — an estimated $1K sold.

Global Retirement Partners first reported a position in KSU in Q4 2016 and held it in 13 quarters. The position peaked at $6K in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Global Retirement Partners reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Global Retirement Partners sold 4 Kansas City Southern shares in Q4 2021, an estimated $1K.
  • Global Retirement Partners first reported a position in Kansas City Southern in Q4 2016 and held it in 13 quarters.
  • Global Retirement Partners's Kansas City Southern position peaked at $6K in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Global Retirement Partners's 13F filing for Q4 2021, filed 21 Jan 2022.