IFG Advisory’s Kansas City Southern KSU Stock Holding History

IFG 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
2021 Q4	–	Sell	-751	Closed	-$203K	–	519
2021 Q3	$203K	Buy	+751	New	+$209K	0.02%	468
2021 Q2	–	Sell	-811	Closed	-$214K	–	522
2021 Q1	$214K	Buy	+811	New	+$176K	0.03%	450

Other funds holding KSU

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

IFG Advisory's KSU Position: Q4 2021 in Review

IFG Advisory sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 751 shares — an estimated $203K sold.

IFG Advisory first reported a position in KSU in Q1 2021 and held it in 2 quarters. The position peaked at $214K in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

IFG Advisory reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
IFG Advisory sold 751 Kansas City Southern shares in Q4 2021, an estimated $203K.
IFG Advisory first reported a position in Kansas City Southern in Q1 2021 and held it in 2 quarters.
IFG Advisory's Kansas City Southern position peaked at $214K in Q1 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on IFG Advisory's 13F filing for Q4 2021, filed 14 Feb 2022.