JWA
KSU

JFS Wealth Advisors’s Kansas City Southern KSU Stock Holding History

JFS Wealth 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
2016
Q2 		– Sell
-25
Closed -$2K – 642
2016
Q1 		$2K Buy
+25
New +$1.95K ﹤0.01% 534

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

JFS Wealth Advisors's KSU Position: Q2 2016 in Review

JFS Wealth Advisors sold out of Kansas City Southern (KSU) in Q2 2016, closing a stake of 25 shares — an estimated $2K sold.

JFS Wealth Advisors first reported a position in KSU in Q1 2016 and held it in 1 quarter. The position peaked at $2K in Q1 2016. 504 funds tracked by Wall St. Rank hold KSU as of Q2 2016.

  • JFS Wealth Advisors reported no remaining Kansas City Southern position as of Q2 2016 after selling out during the quarter.
  • JFS Wealth Advisors sold 25 Kansas City Southern shares in Q2 2016, an estimated $2K.
  • JFS Wealth Advisors first reported a position in Kansas City Southern in Q1 2016 and held it in 1 quarter.
  • JFS Wealth Advisors's Kansas City Southern position peaked at $2K in Q1 2016.
  • 504 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2016.

Based on JFS Wealth Advisors's 13F filing for Q2 2016, filed 25 Jul 2016.