IndexIQ Advisors’s Kansas City Southern KSU Stock Holding History

IndexIQ 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	-114,724	Closed	-$31M	–	1187
2021 Q3	$31M	Sell	114,724 -1,007	-0.9%	-$280K	1.03%	15
2021 Q2	$32.8M	Buy	115,731 +114,238	+7,652%	+$33M	1.11%	17
2021 Q1	$394K	Buy	1,493 +177	+13%	+$38.5K	0.01%	875
2020 Q4	$269K	Buy	1,316 +610	+86%	+$115K	0.01%	755
2020 Q3	$128K	Buy	706 +426	+152%	+$73.8K	0.01%	890
2020 Q2	$42K	Buy	280 +246	+724%	+$34.6K	﹤0.01%	947
2020 Q1	$4K	Sell	34 -1	-3%	-$153	﹤0.01%	923
2019 Q4	$5K	Buy	+35	New	+$5.14K	﹤0.01%	744

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

IndexIQ Advisors's KSU Position: Q4 2021 in Review

IndexIQ Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 114,724 shares — an estimated $31M sold.

IndexIQ Advisors first reported a position in KSU in Q4 2019 and held it in 8 quarters. The position peaked at $32.8M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

IndexIQ Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
IndexIQ Advisors sold 114,724 Kansas City Southern shares in Q4 2021, an estimated $31M.
IndexIQ Advisors first reported a position in Kansas City Southern in Q4 2019 and held it in 8 quarters.
IndexIQ Advisors's Kansas City Southern position peaked at $32.8M in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on IndexIQ Advisors's 13F filing for Q4 2021, filed 4 Feb 2022.