MWAC
KSU

Mariner Wealth Advisors (Cincinnati)’s Kansas City Southern KSU Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 		$13.9M Buy
122,358
+117,415
+2,375% +$13.4M 0.76% 50
2018
Q2 		$524K Buy
4,943
+10
+0.2% +$1.09K 0.03% 185
2018
Q1 		$542K Buy
4,933
+380
+8% +$41.2K 0.03% 176
2017
Q4 		$479K Buy
4,553
+895
+24% +$95.4K 0.03% 185
2017
Q3 		$398K Buy
3,658
+220
+6% +$23.1K 0.03% 190
2017
Q2 		$360K Sell
3,438
-725
-17% -$68K 0.03% 198
2017
Q1 		$357K Buy
4,163
+870
+26% +$74.6K 0.03% 204
2016
Q4 		$279K Buy
3,293
+135
+4% +$11.9K 0.02% 210
2016
Q3 		$295K Sell
3,158
-350
-10% -$33.1K 0.03% 213
2016
Q2 		$316K Sell
3,508
-90
-3% -$8.19K 0.03% 205
2016
Q1 		$307K Buy
3,598
+10
+0.3% +$780 0.03% 188
2015
Q4 		$268K Buy
+3,588
New +$307K 0.03% 202
2015
Q1 		$265K Sell
2,598
-33
-1% -$3.74K 0.04% 149
2014
Q4 		$321K Sell
2,631
-5,241
-67% -$627K 0.05% 143
2014
Q3 		$954K Sell
7,872
-8,495
-52% -$969K 0.15% 70
2014
Q2 		$1.76M Buy
16,367
+345
+2% +$35.6K 0.28% 53
2014
Q1 		$1.64M Buy
16,022
+11,220
+234% +$1.16M 0.27% 56
2013
Q4 		$595K Sell
4,802
-50
-1% -$5.98K 0.1% 82
2013
Q3 		$531K Buy
4,852
+725
+18% +$79.7K 0.1% 80
2013
Q2 		$437K Buy
+4,127
New +$449K 0.09% 82

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

Mariner Wealth Advisors (Cincinnati)'s KSU Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Kansas City Southern (KSU) stake by 2,375% in Q3 2018, buying an estimated $13.4M and bringing the position to 122,358 shares worth $13.9M. The position accounts for 0.76% of the portfolio, ranked #50.

Mariner Wealth Advisors (Cincinnati) first reported a position in KSU in Q2 2013 and has held it in 20 quarters since. 614 funds tracked by Wall St. Rank hold KSU as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 122,358 shares of Kansas City Southern worth $13.9M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 117,415 Kansas City Southern shares in Q3 2018, an estimated $13.4M.
  • Kansas City Southern made up 0.76% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #50 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Kansas City Southern in Q2 2013 and has held it in 20 quarters since.
  • 614 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.