Integrated Wealth Management (Palm Desert)’s Kansas City Southern KSU Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q3	–	Sell	-65	Closed	-$6K	–	1341
2016 Q2	$6K	Hold	65	–	–	﹤0.01%	890
2016 Q1	$6K	Hold	65	–	–	﹤0.01%	830
2015 Q4	$5K	Sell	65 -513	-89%	-$43.8K	﹤0.01%	950
2015 Q3	$53K	Sell	578 -106	-15%	-$10K	0.02%	377
2015 Q2	$62K	Buy	684 +8	+1%	+$789	0.02%	351
2015 Q1	$69K	Buy	+676	New	+$76.6K	0.03%	336

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s KSU Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Kansas City Southern (KSU) in Q3 2016, closing a stake of 65 shares — an estimated $6K sold.

Integrated Wealth Management (Palm Desert) first reported a position in KSU in Q1 2015 and held it in 6 quarters. The position peaked at $69K in Q1 2015. 509 funds tracked by Wall St. Rank hold KSU as of Q3 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Kansas City Southern position as of Q3 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 65 Kansas City Southern shares in Q3 2016, an estimated $6K.
Integrated Wealth Management (Palm Desert) first reported a position in Kansas City Southern in Q1 2015 and held it in 6 quarters.
Integrated Wealth Management (Palm Desert)'s Kansas City Southern position peaked at $69K in Q1 2015.
509 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.