Lavaca Capital’s Kansas City Southern KSU Stock Holding History

Lavaca Capital’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	-85	Closed	-$10K	–	387
2019 Q1	$10K	Hold	85	–	–	0.01%	275
2018 Q4	$8K	Buy	+85	New	+$8.63K	0.01%	258

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lavaca Capital's KSU Position: Q2 2019 in Review

Lavaca Capital sold out of Kansas City Southern (KSU) in Q2 2019, closing a stake of 85 shares — an estimated $10K sold.

Lavaca Capital first reported a position in KSU in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2019. 591 funds tracked by Wall St. Rank hold KSU as of Q2 2019.

Lavaca Capital reported no remaining Kansas City Southern position as of Q2 2019 after selling out during the quarter.
Lavaca Capital sold 85 Kansas City Southern shares in Q2 2019, an estimated $10K.
Lavaca Capital first reported a position in Kansas City Southern in Q4 2018 and held it in 2 quarters.
Lavaca Capital's Kansas City Southern position peaked at $10K in Q1 2019.
591 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2019.

Based on Lavaca Capital's 13F filing for Q2 2019, filed 29 Jul 2019.