Janney Montgomery Scott
KSU

Janney Montgomery Scott’s Kansas City Southern KSU Stock Holding History

Janney Montgomery Scott’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
-29,230
Closed -$7.91M – 2463
2021
Q3 		$7.91M Sell
29,230
-4,509
-13% -$1.26M 0.03% 449
2021
Q2 		$9.56M Sell
33,739
-72
-0.2% -$20.8K 0.04% 377
2021
Q1 		$8.92M Buy
33,811
+95
+0.3% +$20.7K 0.04% 355
2020
Q4 		$6.88M Buy
33,716
+6,468
+24% +$1.21M 0.03% 441
2020
Q3 		$4.93M Buy
27,248
+7,352
+37% +$1.27M 0.03% 487
2020
Q2 		$2.97M Buy
19,896
+5,964
+43% +$839K 0.02% 625
2020
Q1 		$1.77M Sell
13,932
-13,972
-50% -$2.13M 0.01% 741
2019
Q4 		$4.27M Buy
27,904
+4,337
+18% +$636K 0.03% 513
2019
Q3 		$3.13M Buy
23,567
+11,241
+91% +$1.4M 0.02% 590
2019
Q2 		$1.5M Buy
12,326
+81
+0.7% +$9.69K 0.01% 859
2019
Q1 		$1.42M Sell
12,245
-1,879
-13% -$203K 0.01% 852
2018
Q4 		$1.35M Sell
14,124
-145
-1% -$14.7K 0.01% 792
2018
Q3 		$1.62M Buy
14,269
+698
+5% +$79.5K 0.01% 786
2018
Q2 		$1.44M Buy
13,571
+1,255
+10% +$136K 0.01% 807
2018
Q1 		$1.35M Buy
12,316
+3,405
+38% +$369K 0.01% 831
2017
Q4 		$938K Sell
8,911
-257
-3% -$27.4K 0.01% 974
2017
Q3 		$996K Sell
9,168
-413
-4% -$43.3K 0.01% 932
2017
Q2 		$1M Buy
9,581
+211
+2% +$19.8K 0.01% 872
2017
Q1 		$804K Sell
9,370
-48
-0.5% -$4.11K 0.01% 945
2016
Q4 		$799K Sell
9,418
-419
-4% -$36.9K 0.01% 887
2016
Q3 		$918K Sell
9,837
-7,669
-44% -$726K 0.02% 697
2016
Q2 		$1.58M Buy
17,506
+7,850
+81% +$715K 0.03% 326
2016
Q1 		$825K Sell
9,656
-974
-9% -$76K 0.02% 577
2015
Q4 		$794K Sell
10,630
-2,031
-16% -$174K 0.02% 625
2015
Q3 		$1.15M Buy
12,661
+111
+0.9% +$10.5K 0.03% 491
2015
Q2 		$1.14M Buy
12,550
+3,633
+41% +$359K 0.02% 717
2015
Q1 		$910K Buy
8,917
+510
+6% +$57.8K 0.02% 942
2014
Q4 		$1.03M Buy
8,407
+2,286
+37% +$273K 0.02% 851
2014
Q3 		$742K Buy
6,121
+524
+9% +$59.8K 0.02% 1005
2014
Q2 		$602K Buy
5,597
+125
+2% +$12.9K 0.01% 1107
2014
Q1 		$558K Sell
5,472
-1,162
-18% -$120K 0.01% 1054
2013
Q4 		$821K Buy
6,634
+2
+0% +$239 0.02% 813
2013
Q3 		$725K Buy
6,632
+841
+15% +$92.5K 0.02% 794
2013
Q2 		$614K Buy
+5,791
New +$630K 0.06% 352

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

Janney Montgomery Scott's KSU Position: Q4 2021 in Review

Janney Montgomery Scott sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 29,230 shares — an estimated $7.91M sold.

Janney Montgomery Scott first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $9.56M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Janney Montgomery Scott reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Janney Montgomery Scott sold 29,230 Kansas City Southern shares in Q4 2021, an estimated $7.91M.
  • Janney Montgomery Scott first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
  • Janney Montgomery Scott's Kansas City Southern position peaked at $9.56M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Janney Montgomery Scott's 13F filing for Q4 2021, filed 27 Jan 2022.