IFAM
KSU

Institutional & Family Asset Management’s Kansas City Southern KSU Stock Holding History

Institutional & Family Asset 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
Q2 		– Sell
-141
Closed -$18K – 932
2020
Q1 		$18K Buy
141
+125
+781% +$19.1K ﹤0.01% 387
2019
Q4 		$2K Hold
16
– – ﹤0.01% 779
2019
Q3 		$2K Sell
16
-19
-54% -$2.37K ﹤0.01% 748
2019
Q2 		$4K Hold
35
– – ﹤0.01% 642
2019
Q1 		$4K Buy
+35
New +$3.78K ﹤0.01% 639
2018
Q4 		– Sell
-38
Closed -$4K – 901
2018
Q3 		$4K Hold
38
– – ﹤0.01% 659
2018
Q2 		$4K Hold
38
– – ﹤0.01% 652
2018
Q1 		$4K Buy
+38
New +$4.12K ﹤0.01% 642

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 $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Institutional & Family Asset Management's KSU Position: Q2 2020 in Review

Institutional & Family Asset Management sold out of Kansas City Southern (KSU) in Q2 2020, closing a stake of 141 shares — an estimated $18K sold.

Institutional & Family Asset Management first reported a position in KSU in Q1 2018 and held it in 8 quarters. The position peaked at $18K in Q1 2020. 686 funds tracked by Wall St. Rank hold KSU as of Q2 2020.

  • Institutional & Family Asset Management reported no remaining Kansas City Southern position as of Q2 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 141 Kansas City Southern shares in Q2 2020, an estimated $18K.
  • Institutional & Family Asset Management first reported a position in Kansas City Southern in Q1 2018 and held it in 8 quarters.
  • Institutional & Family Asset Management's Kansas City Southern position peaked at $18K in Q1 2020.
  • 686 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2020.

Based on Institutional & Family Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.