KF
KSU

Krilogy Financial’s Kansas City Southern KSU Stock Holding History

Krilogy Financial’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
-50
Closed -$6K – 752
2018
Q3 		$6K Buy
+50
New +$5.7K ﹤0.01% 609
2017
Q3 		– Sell
-150
Closed -$16K – 859
2017
Q2 		$16K Buy
+150
New +$14.1K ﹤0.01% 474

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 $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
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

Krilogy Financial's KSU Position: Q4 2018 in Review

Krilogy Financial sold out of Kansas City Southern (KSU) in Q4 2018, closing a stake of 50 shares — an estimated $6K sold.

Krilogy Financial first reported a position in KSU in Q2 2017 and held it in 2 quarters. The position peaked at $16K in Q2 2017. 573 funds tracked by Wall St. Rank hold KSU as of Q4 2018.

  • Krilogy Financial reported no remaining Kansas City Southern position as of Q4 2018 after selling out during the quarter.
  • Krilogy Financial sold 50 Kansas City Southern shares in Q4 2018, an estimated $6K.
  • Krilogy Financial first reported a position in Kansas City Southern in Q2 2017 and held it in 2 quarters.
  • Krilogy Financial's Kansas City Southern position peaked at $16K in Q2 2017.
  • 573 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.