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

Lenox Wealth Management’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	-240	Closed	-$28K	–	723
2019 Q1	$28K	Sell	240 -65,844	-100%	-$7.11M	0.01%	301
2018 Q4	$6.92M	Buy	66,084 +49,860	+307%	+$5.06M	2.33%	6
2018 Q3	$1.93M	Buy	+16,224	New	+$1.85M	0.57%	39
2017 Q3	–	Sell	-175	Closed	-$18K	–	508
2017 Q2	$18K	Hold	175	–	–	0.01%	326
2017 Q1	$15K	Hold	175	–	–	0.01%	153
2016 Q4	$15K	Hold	175	–	–	0.01%	153
2016 Q3	$16K	Sell	175 -175	-50%	-$16.6K	0.01%	151
2016 Q2	$32K	Hold	350	–	–	0.02%	130
2016 Q1	$30K	Hold	350	–	–	0.02%	132
2015 Q4	$26K	Hold	350	–	–	0.02%	136
2015 Q3	$32K	Hold	350	–	–	0.03%	85
2015 Q2	$32K	Hold	350	–	–	0.02%	88
2015 Q1	$36K	Hold	350	–	–	0.03%	90
2014 Q4	$42K	Hold	350	–	–	0.03%	86
2014 Q3	$42K	Hold	350	–	–	0.03%	87
2014 Q2	$38K	Hold	350	–	–	0.03%	92
2014 Q1	$36K	Sell	350 -350	-50%	-$36.1K	0.02%	99
2013 Q4	$87K	Buy	+700	New	+$83.8K	0.06%	78

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

Lenox Wealth Management's KSU Position: Q2 2019 in Review

Lenox Wealth Management sold out of Kansas City Southern (KSU) in Q2 2019, closing a stake of 240 shares — an estimated $28K sold.

Lenox Wealth Management first reported a position in KSU in Q4 2013 and held it in 18 quarters. The position peaked at $6.92M in Q4 2018. 591 funds tracked by Wall St. Rank hold KSU as of Q2 2019.

Lenox Wealth Management reported no remaining Kansas City Southern position as of Q2 2019 after selling out during the quarter.
Lenox Wealth Management sold 240 Kansas City Southern shares in Q2 2019, an estimated $28K.
Lenox Wealth Management first reported a position in Kansas City Southern in Q4 2013 and held it in 18 quarters.
Lenox Wealth Management's Kansas City Southern position peaked at $6.92M in Q4 2018.
591 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2019.

Based on Lenox Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.