IA
KSU

Independence Advisors’s Kansas City Southern KSU Stock Holding History

Independence 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
2020
Q3 		$322K Hold
1,783
– – 0.07% 66
2020
Q2 		$266K Hold
1,783
– – 0.06% 76
2020
Q1 		$227K Hold
1,783
– – 0.06% 71
2019
Q4 		$273K Hold
1,783
– – 0.07% 75
2019
Q3 		$237K Hold
1,783
– – 0.06% 89
2019
Q2 		$217K Hold
1,783
– – 0.06% 92
2019
Q1 		$207K Buy
+1,783
New +$193K 0.06% 90
2018
Q4 		– Sell
-1,783
Closed -$202K – 97
2018
Q3 		$202K Buy
+1,783
New +$203K 0.06% 86

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Independence Advisors's KSU Position: Q3 2020 in Review

Independence Advisors held its Kansas City Southern (KSU) position steady in Q3 2020 at 1,783 shares worth $322K. The position accounts for 0.07% of the portfolio, ranked #66.

Independence Advisors first reported a position in KSU in Q3 2018 and has held it in 8 quarters since. 715 funds tracked by Wall St. Rank hold KSU as of Q3 2020.

  • Independence Advisors held 1,783 shares of Kansas City Southern worth $322K as of Q3 2020.
  • Independence Advisors left its Kansas City Southern share count unchanged in Q3 2020.
  • Kansas City Southern made up 0.07% of Independence Advisors's portfolio in Q3 2020, its #66 holding.
  • Independence Advisors first reported a position in Kansas City Southern in Q3 2018 and has held it in 8 quarters since.
  • 715 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.