IFWM
KSU

Institute for Wealth Management’s Kansas City Southern KSU Stock Holding History

Institute for Wealth 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
2021
Q4 		– Sell
-9,667
Closed -$2.62M – 515
2021
Q3 		$2.62M Sell
9,667
-325
-3% -$90.5K 0.46% 48
2021
Q2 		$2.83M Sell
9,992
-421
-4% -$122K 0.5% 45
2021
Q1 		$2.75M Buy
10,413
+119
+1% +$25.9K 0.52% 42
2020
Q4 		$2.1M Buy
10,294
+25
+0.2% +$4.7K 0.42% 57
2020
Q3 		$1.86M Buy
10,269
+217
+2% +$37.6K 0.42% 50
2020
Q2 		$1.5M Sell
10,052
-171
-2% -$24K 0.37% 62
2020
Q1 		$1.3M Sell
10,223
-121
-1% -$18.5K 0.4% 58
2019
Q4 		$1.58M Buy
10,344
+23
+0.2% +$3.38K 0.36% 64
2019
Q3 		$1.37M Sell
10,321
-203
-2% -$25.3K 0.35% 72
2019
Q2 		$1.28M Buy
10,524
+210
+2% +$25.1K 0.28% 92
2019
Q1 		$1.2M Buy
+10,314
New +$1.11M 0.26% 108
2018
Q1 		– Sell
-7,622
Closed -$795K – 413
2017
Q4 		$795K Buy
+7,622
New +$813K 0.18% 163
2017
Q3 		– Sell
-8,130
Closed -$839K – 408
2017
Q2 		$839K Buy
+8,130
New +$762K 0.23% 144

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

Institute for Wealth Management's KSU Position: Q4 2021 in Review

Institute for Wealth Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 9,667 shares — an estimated $2.62M sold.

Institute for Wealth Management first reported a position in KSU in Q2 2017 and held it in 13 quarters. The position peaked at $2.83M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Institute for Wealth Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Institute for Wealth Management sold 9,667 Kansas City Southern shares in Q4 2021, an estimated $2.62M.
  • Institute for Wealth Management first reported a position in Kansas City Southern in Q2 2017 and held it in 13 quarters.
  • Institute for Wealth Management's Kansas City Southern position peaked at $2.83M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Institute for Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.