LWA
KSU

Lenox Wealth Advisors’s Kansas City Southern KSU Stock Holding History

Lenox Wealth 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
2018
Q3 		– Sell
-475
Closed -$50K – 538
2018
Q2 		$50K Buy
+475
New +$51.7K 0.01% 134

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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

Lenox Wealth Advisors's KSU Position: Q3 2018 in Review

Lenox Wealth Advisors sold out of Kansas City Southern (KSU) in Q3 2018, closing a stake of 475 shares — an estimated $50K sold.

Lenox Wealth Advisors first reported a position in KSU in Q2 2018 and held it in 1 quarter. The position peaked at $50K in Q2 2018. 614 funds tracked by Wall St. Rank hold KSU as of Q3 2018.

  • Lenox Wealth Advisors reported no remaining Kansas City Southern position as of Q3 2018 after selling out during the quarter.
  • Lenox Wealth Advisors sold 475 Kansas City Southern shares in Q3 2018, an estimated $50K.
  • Lenox Wealth Advisors first reported a position in Kansas City Southern in Q2 2018 and held it in 1 quarter.
  • Lenox Wealth Advisors's Kansas City Southern position peaked at $50K in Q2 2018.
  • 614 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2018.

Based on Lenox Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.