Marcum Wealth’s Kansas City Southern KSU Stock Holding History

Marcum Wealth’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
2020 Q4	–	Sell	-1,403	Closed	-$254K	–	158
2020 Q3	$254K	Hold	1,403	–	–	0.08%	96
2020 Q2	$209K	Buy	+1,403	New	+$197K	0.06%	109

Other funds holding KSU

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

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

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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Marcum Wealth's KSU Position: Q4 2020 in Review

Marcum Wealth sold out of Kansas City Southern (KSU) in Q4 2020, closing a stake of 1,403 shares — an estimated $254K sold.

Marcum Wealth first reported a position in KSU in Q2 2020 and held it in 2 quarters. The position peaked at $254K in Q3 2020. 744 funds tracked by Wall St. Rank hold KSU as of Q4 2020.

Marcum Wealth reported no remaining Kansas City Southern position as of Q4 2020 after selling out during the quarter.
Marcum Wealth sold 1,403 Kansas City Southern shares in Q4 2020, an estimated $254K.
Marcum Wealth first reported a position in Kansas City Southern in Q2 2020 and held it in 2 quarters.
Marcum Wealth's Kansas City Southern position peaked at $254K in Q3 2020.
744 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2020.

Based on Marcum Wealth's 13F filing for Q4 2020, filed 9 Feb 2021.