Mariner Wealth Advisors (Cincinnati)’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $13.9M | Buy |
122,358
+117,415
| +2,375% | +$13.3M | 0.76% | 50 |
|
|
2018
Q2 | $524K | Buy |
4,943
+10
| +0.2% | +$1.06K | 0.03% | 185 |
|
|
2018
Q1 | $542K | Buy |
4,933
+380
| +8% | +$41.8K | 0.03% | 176 |
|
|
2017
Q4 | $479K | Buy |
4,553
+895
| +24% | +$94.2K | 0.03% | 185 |
|
|
2017
Q3 | $398K | Buy |
3,658
+220
| +6% | +$23.9K | 0.03% | 190 |
|
|
2017
Q2 | $360K | Sell |
3,438
-725
| -17% | -$75.9K | 0.03% | 198 |
|
|
2017
Q1 | $357K | Buy |
4,163
+870
| +26% | +$74.6K | 0.03% | 204 |
|
|
2016
Q4 | $279K | Buy |
3,293
+135
| +4% | +$11.4K | 0.02% | 210 |
|
|
2016
Q3 | $295K | Sell |
3,158
-350
| -10% | -$32.7K | 0.03% | 213 |
|
|
2016
Q2 | $316K | Sell |
3,508
-90
| -3% | -$8.11K | 0.03% | 205 |
|
|
2016
Q1 | $307K | Buy |
3,598
+10
| +0.3% | +$853 | 0.03% | 188 |
|
|
2015
Q4 | $268K | Buy |
+3,588
| New | +$268K | 0.03% | 202 |
|
|
2015
Q1 | $265K | Sell |
2,598
-33
| -1% | -$3.37K | 0.04% | 149 |
|
|
2014
Q4 | $321K | Sell |
2,631
-5,241
| -67% | -$639K | 0.05% | 143 |
|
|
2014
Q3 | $954K | Sell |
7,872
-8,495
| -52% | -$1.03M | 0.15% | 70 |
|
|
2014
Q2 | $1.76M | Buy |
16,367
+345
| +2% | +$37.1K | 0.28% | 53 |
|
|
2014
Q1 | $1.64M | Buy |
16,022
+11,220
| +234% | +$1.14M | 0.27% | 56 |
|
|
2013
Q4 | $595K | Sell |
4,802
-50
| -1% | -$6.2K | 0.1% | 82 |
|
|
2013
Q3 | $531K | Buy |
4,852
+725
| +18% | +$79.3K | 0.1% | 80 |
|
|
2013
Q2 | $437K | Buy |
+4,127
| New | +$437K | 0.09% | 82 |
|