NCM
KSU

Nelson Capital Management’s Kansas City Southern KSU Stock Holding History

Nelson Capital 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
2019
Q4 		– Sell
-341
Closed -$45K – 306
2019
Q3 		$45K Hold
341
– – 0.01% 162
2019
Q2 		$42K Hold
341
– – 0.01% 158
2019
Q1 		$40K Buy
+341
New +$36.8K 0.01% 150

Other funds holding KSU

Vanguard Group
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nelson Capital Management's KSU Position: Q4 2019 in Review

Nelson Capital Management sold out of Kansas City Southern (KSU) in Q4 2019, closing a stake of 341 shares — an estimated $45K sold.

Nelson Capital Management first reported a position in KSU in Q1 2019 and held it in 3 quarters. The position peaked at $45K in Q3 2019. 683 funds tracked by Wall St. Rank hold KSU as of Q4 2019.

  • Nelson Capital Management reported no remaining Kansas City Southern position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 341 Kansas City Southern shares in Q4 2019, an estimated $45K.
  • Nelson Capital Management first reported a position in Kansas City Southern in Q1 2019 and held it in 3 quarters.
  • Nelson Capital Management's Kansas City Southern position peaked at $45K in Q3 2019.
  • 683 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.