LTI
KSU

Laffer Tengler Investments’s Kansas City Southern KSU Stock Holding History

Laffer Tengler Investments’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
Q2 		– Sell
-20,734
Closed -$2.4M – 187
2019
Q1 		$2.4M Hold
20,734
– – 0.65% 65
2018
Q4 		$1.98M Hold
20,734
– – 0.59% 82
2018
Q3 		$2.35M Hold
20,734
– – 0.58% 80
2018
Q2 		$2.2M Hold
20,734
– – 0.56% 97
2018
Q1 		$2.28M Buy
+20,734
New +$2.25M 0.57% 89

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
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

Laffer Tengler Investments's KSU Position: Q2 2019 in Review

Laffer Tengler Investments sold out of Kansas City Southern (KSU) in Q2 2019, closing a stake of 20,734 shares — an estimated $2.4M sold.

Laffer Tengler Investments first reported a position in KSU in Q1 2018 and held it in 5 quarters. The position peaked at $2.4M in Q1 2019. 592 funds tracked by Wall St. Rank hold KSU as of Q2 2019.

  • Laffer Tengler Investments reported no remaining Kansas City Southern position as of Q2 2019 after selling out during the quarter.
  • Laffer Tengler Investments sold 20,734 Kansas City Southern shares in Q2 2019, an estimated $2.4M.
  • Laffer Tengler Investments first reported a position in Kansas City Southern in Q1 2018 and held it in 5 quarters.
  • Laffer Tengler Investments's Kansas City Southern position peaked at $2.4M in Q1 2019.
  • 592 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2019.

Based on Laffer Tengler Investments's 13F filing for Q2 2019, filed 15 Aug 2019.