ICM
KSU

IMS Capital Management’s Kansas City Southern KSU Stock Holding History

IMS Capital Management’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
-3,942
Closed -$604K – 146
2019
Q4 		$604K Hold
3,942
– – 0.42% 62
2019
Q3 		$524K Sell
3,942
-4,681
-54% -$584K 0.4% 74
2019
Q2 		$1.05M Sell
8,623
-30
-0.3% -$3.59K 0.78% 34
2019
Q1 		$1M Hold
8,653
– – 0.82% 37
2018
Q4 		$826K Hold
8,653
– – 0.77% 39
2018
Q3 		$980K Sell
8,653
-35
-0.4% -$3.99K 0.66% 41
2018
Q2 		$921K Hold
8,688
– – 0.58% 41
2018
Q1 		$914K Hold
8,688
– – 0.57% 49
2017
Q4 		$914K Sell
8,688
-860
-9% -$91.7K 0.57% 49
2017
Q3 		$1.04M Hold
9,548
– – 0.67% 37
2017
Q2 		$999K Buy
+9,548
New +$895K 0.94% 40

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

IMS Capital Management's KSU Position: Q1 2020 in Review

IMS Capital Management sold out of Kansas City Southern (KSU) in Q1 2020, closing a stake of 3,942 shares — an estimated $604K sold.

IMS Capital Management first reported a position in KSU in Q2 2017 and held it in 11 quarters. The position peaked at $1.05M in Q2 2019. 640 funds tracked by Wall St. Rank hold KSU as of Q1 2020.

  • IMS Capital Management reported no remaining Kansas City Southern position as of Q1 2020 after selling out during the quarter.
  • IMS Capital Management sold 3,942 Kansas City Southern shares in Q1 2020, an estimated $604K.
  • IMS Capital Management first reported a position in Kansas City Southern in Q2 2017 and held it in 11 quarters.
  • IMS Capital Management's Kansas City Southern position peaked at $1.05M in Q2 2019.
  • 640 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2020.

Based on IMS Capital Management's 13F filing for Q1 2020, filed 3 Apr 2020.