JFA
KSU

Johanson Financial Advisors’s Kansas City Southern KSU Stock Holding History

Johanson Financial 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
2020
Q1 		– Sell
-10,889
Closed -$71K – 265
2019
Q4 		$71K Buy
+10,889
New +$1.6M ﹤0.01% 265

Other funds holding KSU

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Johanson Financial Advisors's KSU Position: Q1 2020 in Review

Johanson Financial Advisors sold out of Kansas City Southern (KSU) in Q1 2020, closing a stake of 10,889 shares — an estimated $71K sold.

Johanson Financial Advisors first reported a position in KSU in Q4 2019 and held it in 1 quarter. The position peaked at $71K in Q4 2019. 640 funds tracked by Wall St. Rank hold KSU as of Q1 2020.

  • Johanson Financial Advisors reported no remaining Kansas City Southern position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 10,889 Kansas City Southern shares in Q1 2020, an estimated $71K.
  • Johanson Financial Advisors first reported a position in Kansas City Southern in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's Kansas City Southern position peaked at $71K in Q4 2019.
  • 640 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.