IA
KSU

IFP Advisors’s Kansas City Southern KSU Stock Holding History

IFP Advisors’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
-523
Closed -$142K – 3544
2021
Q3 		$142K Sell
523
-1,523
-74% -$424K ﹤0.01% 1127
2021
Q2 		$580K Buy
2,046
+9
+0.4% +$2.6K 0.01% 502
2021
Q1 		$540K Sell
2,037
-117
-5% -$25.4K 0.01% 492
2020
Q4 		$435K Buy
2,154
+173
+9% +$32.5K 0.02% 548
2020
Q3 		$362K Sell
1,981
-5
-0.3% -$866 0.02% 519
2020
Q2 		$295K Buy
1,986
+89
+5% +$12.5K 0.02% 544
2020
Q1 		$253K Sell
1,897
-193
-9% -$29.4K 0.03% 507
2019
Q4 		$322K Sell
2,090
-27
-1% -$3.96K 0.02% 532
2019
Q3 		$281K Buy
+2,117
New +$264K 0.02% 652
2019
Q1 		$95K Sell
835
-4,964
-86% -$536K 0.01% 710
2018
Q4 		$554K Sell
5,799
-231
-4% -$23.5K 0.03% 518
2018
Q3 		$683K Buy
6,030
+5,175
+605% +$590K 0.03% 559
2018
Q2 		$91K Buy
855
+119
+16% +$12.9K ﹤0.01% 1536
2018
Q1 		$77K Hold
736
– – ﹤0.01% 1540
2017
Q4 		$77K Sell
736
-321
-30% -$34.2K ﹤0.01% 1553
2017
Q3 		$115K Sell
1,057
-2,174
-67% -$228K ﹤0.01% 1474
2017
Q2 		$338K Buy
3,231
+2,607
+418% +$244K 0.01% 852
2017
Q1 		$54K Buy
624
+420
+206% +$36K ﹤0.01% 1884
2016
Q4 		$17K Buy
204
+84
+70% +$7.4K ﹤0.01% 2584
2016
Q3 		$11K Hold
120
– – ﹤0.01% 2797
2016
Q2 		$11K Sell
120
-715
-86% -$65.1K ﹤0.01% 2709
2016
Q1 		$95K Buy
835
+732
+711% +$57.1K 0.01% 710
2015
Q4 		$8K Buy
+103
New +$8.8K ﹤0.01% 2720

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

IFP Advisors's KSU Position: Q4 2021 in Review

IFP Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 523 shares — an estimated $142K sold.

IFP Advisors first reported a position in KSU in Q4 2015 and held it in 23 quarters. The position peaked at $683K in Q3 2018. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • IFP Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • IFP Advisors sold 523 Kansas City Southern shares in Q4 2021, an estimated $142K.
  • IFP Advisors first reported a position in Kansas City Southern in Q4 2015 and held it in 23 quarters.
  • IFP Advisors's Kansas City Southern position peaked at $683K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on IFP Advisors's 13F filing for Q4 2021, filed 12 Jan 2022.