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

Mission 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	-2,076	Closed	-$235K	–	302
2018 Q3	$235K	Hold	2,076	–	–	0.03%	244
2018 Q2	$220K	Hold	2,076	–	–	0.03%	240
2018 Q1	$228K	Hold	2,076	–	–	0.04%	198
2017 Q4	$218K	Hold	2,076	–	–	0.04%	202
2017 Q3	$226K	Sell	2,076 -400	-16%	-$41.9K	0.04%	172
2017 Q2	$259K	Hold	2,476	–	–	0.05%	149
2017 Q1	$212K	Hold	2,476	–	–	0.04%	172
2016 Q4	$210K	Hold	2,476	–	–	0.04%	167
2016 Q3	$231K	Hold	2,476	–	–	0.06%	145
2016 Q2	$223K	Hold	2,476	–	–	0.06%	138
2016 Q1	$212K	Buy	+2,476	New	+$193K	0.06%	140
2015 Q4	–	Sell	-2,426	Closed	-$221K	–	148
2015 Q3	$221K	Sell	2,426 -562	-19%	-$53K	0.07%	118
2015 Q2	$305K	Buy	+2,988	New	+$295K	0.1%	96

Other funds holding KSU

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Mission Wealth Management sold out of Kansas City Southern (KSU) in Q4 2018, closing a stake of 2,076 shares — an estimated $235K sold.

Mission Wealth Management first reported a position in KSU in Q2 2015 and held it in 13 quarters. The position peaked at $305K in Q2 2015. 573 funds tracked by Wall St. Rank hold KSU as of Q4 2018.

Mission Wealth Management reported no remaining Kansas City Southern position as of Q4 2018 after selling out during the quarter.
Mission Wealth Management sold 2,076 Kansas City Southern shares in Q4 2018, an estimated $235K.
Mission Wealth Management first reported a position in Kansas City Southern in Q2 2015 and held it in 13 quarters.
Mission Wealth Management's Kansas City Southern position peaked at $305K in Q2 2015.
573 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2018.

Based on Mission Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.