LWM
KSU

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

Lyell 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
2018
Q4 		– Sell
-2,300
Closed -$261K – 121
2018
Q3 		$261K Buy
+2,300
New +$262K 0.09% 103

Other funds holding KSU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Lyell Wealth Management's KSU Position: Q4 2018 in Review

Lyell Wealth Management sold out of Kansas City Southern (KSU) in Q4 2018, closing a stake of 2,300 shares — an estimated $261K sold.

Lyell Wealth Management first reported a position in KSU in Q3 2018 and held it in 1 quarter. The position peaked at $261K in Q3 2018. 573 funds tracked by Wall St. Rank hold KSU as of Q4 2018.

  • Lyell Wealth Management reported no remaining Kansas City Southern position as of Q4 2018 after selling out during the quarter.
  • Lyell Wealth Management sold 2,300 Kansas City Southern shares in Q4 2018, an estimated $261K.
  • Lyell Wealth Management first reported a position in Kansas City Southern in Q3 2018 and held it in 1 quarter.
  • Lyell Wealth Management's Kansas City Southern position peaked at $261K in Q3 2018.
  • 573 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2018.

Based on Lyell Wealth Management's 13F filing for Q4 2018, filed 11 Feb 2019.