HSA
KSU

HBK Sorce Advisory’s Kansas City Southern KSU Stock Holding History

HBK Sorce Advisory’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
-4,654
Closed -$619K – 451
2019
Q3 		$619K Sell
4,654
-192
-4% -$23.9K 0.06% 222
2019
Q2 		$590K Sell
4,846
-219
-4% -$26.2K 0.06% 226
2019
Q1 		$587K Buy
5,065
+170
+3% +$18.4K 0.06% 227
2018
Q4 		$467K Buy
4,895
+995
+26% +$101K 0.05% 232
2018
Q3 		$442K Sell
3,900
-165
-4% -$18.8K 0.05% 240
2018
Q2 		$431K Buy
4,065
+211
+5% +$22.9K 0.05% 250
2018
Q1 		$423K Buy
3,854
+115
+3% +$12.5K 0.05% 239
2017
Q4 		$393K Buy
3,739
+225
+6% +$24K 0.05% 260
2017
Q3 		$382K Buy
+3,514
New +$369K 0.06% 211

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

HBK Sorce Advisory's KSU Position: Q4 2019 in Review

HBK Sorce Advisory sold out of Kansas City Southern (KSU) in Q4 2019, closing a stake of 4,654 shares — an estimated $619K sold.

HBK Sorce Advisory first reported a position in KSU in Q3 2017 and held it in 9 quarters. The position peaked at $619K in Q3 2019. 683 funds tracked by Wall St. Rank hold KSU as of Q4 2019.

  • HBK Sorce Advisory reported no remaining Kansas City Southern position as of Q4 2019 after selling out during the quarter.
  • HBK Sorce Advisory sold 4,654 Kansas City Southern shares in Q4 2019, an estimated $619K.
  • HBK Sorce Advisory first reported a position in Kansas City Southern in Q3 2017 and held it in 9 quarters.
  • HBK Sorce Advisory's Kansas City Southern position peaked at $619K in Q3 2019.
  • 683 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2019.

Based on HBK Sorce Advisory's 13F filing for Q4 2019, filed 13 Feb 2020.