KJWM
KSU

Kiley Juergens Wealth Management’s Kansas City Southern KSU Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-348
Closed -$39K – 725
2018
Q3 		$39K Hold
348
– – 0.03% 271
2018
Q2 		$36K Buy
+348
New +$37.8K 0.03% 246
2018
Q1 		– Sell
-348
Closed -$36K – 659
2017
Q4 		$36K Buy
+348
New +$37.1K 0.03% 248

Other funds holding KSU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kiley Juergens Wealth Management's KSU Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Kansas City Southern (KSU) in Q4 2018, closing a stake of 348 shares — an estimated $39K sold.

Kiley Juergens Wealth Management first reported a position in KSU in Q4 2017 and held it in 3 quarters. The position peaked at $39K in Q3 2018. 573 funds tracked by Wall St. Rank hold KSU as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Kansas City Southern position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 348 Kansas City Southern shares in Q4 2018, an estimated $39K.
  • Kiley Juergens Wealth Management first reported a position in Kansas City Southern in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Kansas City Southern position peaked at $39K in Q3 2018.
  • 573 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.