LTFS
KSU

Ladenburg Thalmann Financial Services’s Kansas City Southern KSU Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$1.36M Buy
8,856
+3,840
+77% +$564K 0.01% 1080
2019
Q3 		$667K Sell
5,016
-800
-14% -$99.7K ﹤0.01% 1533
2019
Q2 		$711K Sell
5,816
-2,749
-32% -$329K 0.01% 1472
2019
Q1 		$993K Buy
8,565
+991
+13% +$107K 0.01% 1199
2018
Q4 		$724K Buy
7,574
+289
+4% +$29.3K 0.01% 1261
2018
Q3 		$826K Buy
7,285
+918
+14% +$105K 0.01% 1247
2018
Q2 		$695K Hold
6,367
– – 0.01% 1300
2018
Q1 		$695K Buy
6,367
+1,814
+40% +$197K 0.01% 1300
2017
Q4 		$480K Buy
4,553
+1,448
+47% +$154K ﹤0.01% 1575
2017
Q3 		$337K Sell
3,105
-416
-12% -$43.6K ﹤0.01% 1718
2017
Q2 		$369K Buy
3,521
+119
+3% +$11.2K ﹤0.01% 1588
2017
Q1 		$292K Sell
3,402
-729
-18% -$62.5K ﹤0.01% 1654
2016
Q4 		$352K Sell
4,131
-7,326
-64% -$646K ﹤0.01% 1458
2016
Q3 		$1.07M Buy
11,457
+6,432
+128% +$609K 0.02% 767
2016
Q2 		$453K Buy
5,025
+1,362
+37% +$124K 0.01% 1182
2016
Q1 		$313K Sell
3,663
-1,025
-22% -$80K 0.01% 1310
2015
Q4 		$350K Buy
4,688
+69
+1% +$5.89K 0.01% 1221
2015
Q3 		$421K Buy
4,619
+267
+6% +$25.2K 0.01% 1061
2015
Q2 		$397K Buy
4,352
+25
+0.6% +$2.47K 0.01% 1179
2015
Q1 		$443K Buy
4,327
+85
+2% +$9.63K 0.01% 1098
2014
Q4 		$516K Buy
4,242
+1,225
+41% +$147K 0.01% 905
2014
Q3 		$366K Sell
3,017
-351
-10% -$40K 0.01% 930
2014
Q2 		$362K Sell
3,368
-5,815
-63% -$601K 0.01% 908
2014
Q1 		$937K Buy
9,183
+447
+5% +$46.1K 0.03% 478
2013
Q4 		$1.08M Sell
8,736
-753
-8% -$90.1K 0.03% 423
2013
Q3 		$1.04M Sell
9,489
-3,000
-24% -$330K 0.04% 396
2013
Q2 		$1.32M Buy
+12,489
New +$1.36M 0.05% 320

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 $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ladenburg Thalmann Financial Services's KSU Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Kansas City Southern (KSU) stake by 77% in Q4 2019, buying an estimated $564K and bringing the position to 8,856 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #1080.

Ladenburg Thalmann Financial Services first reported a position in KSU in Q2 2013 and has held it in 27 quarters since. 683 funds tracked by Wall St. Rank hold KSU as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 8,856 shares of Kansas City Southern worth $1.36M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 3,840 Kansas City Southern shares in Q4 2019, an estimated $564K.
  • Kansas City Southern made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1080 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Kansas City Southern in Q2 2013 and has held it in 27 quarters since.
  • 683 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.