Mayflower Financial Advisors’s Kansas City Southern KSU Stock Holding History

Mayflower Financial Advisors’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
2021 Q4	–	Sell	-3,477	Closed	-$1.03M	–	368
2021 Q3	$1.03M	Sell	3,477 -98	-3%	-$27.3K	0.14%	105
2021 Q2	$1.01M	Buy	3,575 +605	+20%	+$175K	0.14%	103
2021 Q1	$784K	Buy	2,970 +245	+9%	+$53.3K	0.12%	118
2020 Q4	$556K	Buy	+2,725	New	+$512K	0.1%	141

Other funds holding KSU

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

JAM

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Mayflower Financial Advisors's KSU Position: Q4 2021 in Review

Mayflower Financial Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 3,477 shares — an estimated $1.03M sold.

Mayflower Financial Advisors first reported a position in KSU in Q4 2020 and held it in 4 quarters. The position peaked at $1.03M in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Mayflower Financial Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Mayflower Financial Advisors sold 3,477 Kansas City Southern shares in Q4 2021, an estimated $1.03M.
Mayflower Financial Advisors first reported a position in Kansas City Southern in Q4 2020 and held it in 4 quarters.
Mayflower Financial Advisors's Kansas City Southern position peaked at $1.03M in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Mayflower Financial Advisors's 13F filing for Q4 2021, filed 21 Jan 2022.