GI
KSU

Gradient Investments’s Kansas City Southern KSU Stock Holding History

Gradient Investments’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
2020
Q1 		– Sell
-4
Closed -$1K – 1301
2019
Q4 		$1K Hold
4
– – ﹤0.01% 1076
2019
Q3 		$1K Buy
+4
New +$499 ﹤0.01% 1085
2018
Q4 		– Sell
-8
Closed -$1K – 1138
2018
Q3 		$1K Hold
8
– – ﹤0.01% 956
2018
Q2 		$1K Hold
8
– – ﹤0.01% 952
2018
Q1 		$1K Sell
8
-33
-80% -$3.58K ﹤0.01% 968
2017
Q4 		$4K Buy
+41
New +$4.37K ﹤0.01% 738

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Gradient Investments's KSU Position: Q1 2020 in Review

Gradient Investments sold out of Kansas City Southern (KSU) in Q1 2020, closing a stake of 4 shares — an estimated $1K sold.

Gradient Investments first reported a position in KSU in Q4 2017 and held it in 6 quarters. The position peaked at $4K in Q4 2017. 640 funds tracked by Wall St. Rank hold KSU as of Q1 2020.

  • Gradient Investments reported no remaining Kansas City Southern position as of Q1 2020 after selling out during the quarter.
  • Gradient Investments sold 4 Kansas City Southern shares in Q1 2020, an estimated $1K.
  • Gradient Investments first reported a position in Kansas City Southern in Q4 2017 and held it in 6 quarters.
  • Gradient Investments's Kansas City Southern position peaked at $4K in Q4 2017.
  • 640 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2020.

Based on Gradient Investments's 13F filing for Q1 2020, filed 7 Apr 2020.