JA
KSU

JOYN Advisors’s Kansas City Southern KSU Stock Holding History

JOYN 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
2019
Q1 		– Sell
-243
Closed -$23K – 1595
2018
Q4 		$23K Buy
243
+115
+90% +$11.7K 0.01% 617
2018
Q3 		$14K Buy
128
+52
+68% +$5.92K ﹤0.01% 828
2018
Q2 		$8K Buy
+76
New +$8.27K ﹤0.01% 1008

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 $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JOYN Advisors's KSU Position: Q1 2019 in Review

JOYN Advisors sold out of Kansas City Southern (KSU) in Q1 2019, closing a stake of 243 shares — an estimated $23K sold.

JOYN Advisors first reported a position in KSU in Q2 2018 and held it in 3 quarters. The position peaked at $23K in Q4 2018. 611 funds tracked by Wall St. Rank hold KSU as of Q1 2019.

  • JOYN Advisors reported no remaining Kansas City Southern position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 243 Kansas City Southern shares in Q1 2019, an estimated $23K.
  • JOYN Advisors first reported a position in Kansas City Southern in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's Kansas City Southern position peaked at $23K in Q4 2018.
  • 611 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.