IWP
KSU

Icon Wealth Partners’s Kansas City Southern KSU Stock Holding History

Icon Wealth 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
2019
Q2 		– Sell
-572
Closed -$66K – 848
2019
Q1 		$66K Buy
+572
New +$61.8K 0.02% 299
2018
Q3 		– Sell
-342
Closed -$36K – 777
2018
Q2 		$36K Buy
+342
New +$37.2K 0.02% 462
2018
Q1 		– Sell
-381
Closed -$40K – 795
2017
Q4 		$40K Buy
+381
New +$40.6K 0.02% 467

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Icon Wealth Partners's KSU Position: Q2 2019 in Review

Icon Wealth Partners sold out of Kansas City Southern (KSU) in Q2 2019, closing a stake of 572 shares — an estimated $66K sold.

Icon Wealth Partners first reported a position in KSU in Q4 2017 and held it in 3 quarters. The position peaked at $66K in Q1 2019. 591 funds tracked by Wall St. Rank hold KSU as of Q2 2019.

  • Icon Wealth Partners reported no remaining Kansas City Southern position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 572 Kansas City Southern shares in Q2 2019, an estimated $66K.
  • Icon Wealth Partners first reported a position in Kansas City Southern in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Kansas City Southern position peaked at $66K in Q1 2019.
  • 591 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.