MOTCO’s Kansas City Southern KSU Stock Holding History

MOTCO’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
2019 Q3	–	Sell	-48	Closed	-$6K	–	779
2019 Q2	$6K	Buy	+48	New	+$5.75K	﹤0.01%	698
2019 Q1	–	Sell	-16	Closed	-$2K	–	580
2018 Q4	$2K	Buy	+16	New	+$1.62K	﹤0.01%	529

Other funds holding KSU

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

MOTCO's KSU Position: Q3 2019 in Review

MOTCO sold out of Kansas City Southern (KSU) in Q3 2019, closing a stake of 48 shares — an estimated $6K sold.

MOTCO first reported a position in KSU in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q2 2019. 605 funds tracked by Wall St. Rank hold KSU as of Q3 2019.

MOTCO reported no remaining Kansas City Southern position as of Q3 2019 after selling out during the quarter.
MOTCO sold 48 Kansas City Southern shares in Q3 2019, an estimated $6K.
MOTCO first reported a position in Kansas City Southern in Q4 2018 and held it in 2 quarters.
MOTCO's Kansas City Southern position peaked at $6K in Q2 2019.
605 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2019.

Based on MOTCO's 13F filing for Q3 2019, filed 5 Nov 2019.