LFA
KSU

Legacy Financial Advisors’s Kansas City Southern KSU Stock Holding History

Legacy Financial Advisors’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
-150
Closed -$17K – 996
2019
Q1 		$17K Buy
+150
New +$16.2K 0.01% 500
2018
Q4 		– Sell
-7
Closed – – 1065
2018
Q3 		$0 Hold
7
– – ﹤0.01% 968
2018
Q2 		$1K Buy
+7
New +$761 ﹤0.01% 908

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 $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 $2.9T AUM 29.55% 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

Legacy Financial Advisors's KSU Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Kansas City Southern (KSU) in Q2 2019, closing a stake of 150 shares — an estimated $17K sold.

Legacy Financial Advisors first reported a position in KSU in Q2 2018 and held it in 3 quarters. The position peaked at $17K in Q1 2019. 591 funds tracked by Wall St. Rank hold KSU as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Kansas City Southern position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 150 Kansas City Southern shares in Q2 2019, an estimated $17K.
  • Legacy Financial Advisors first reported a position in Kansas City Southern in Q2 2018 and held it in 3 quarters.
  • Legacy Financial Advisors's Kansas City Southern position peaked at $17K in Q1 2019.
  • 591 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.