NFG
KSU

Next Financial Group’s Kansas City Southern KSU Stock Holding History

Next Financial Group’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
-326
Closed -$89K – 3046
2021
Q3 		$89K Buy
326
+2
+0.6% +$557 0.01% 1166
2021
Q2 		$92K Hold
324
– – 0.01% 1160
2021
Q1 		$85K Hold
324
– – 0.01% 1087
2020
Q4 		$66K Sell
324
-125
-28% -$23.5K 0.01% 1105
2020
Q3 		$81K Sell
449
-903
-67% -$156K 0.01% 942
2020
Q2 		$202K Sell
1,352
-613
-31% -$86.2K 0.02% 543
2020
Q1 		$250K Sell
1,965
-652
-25% -$99.5K 0.03% 477
2019
Q4 		$401K Buy
2,617
+1,813
+225% +$266K 0.04% 419
2019
Q3 		$107K Buy
804
+129
+19% +$16.1K 0.01% 884
2019
Q2 		$82K Buy
675
+125
+23% +$15K 0.01% 987
2019
Q1 		$64K Sell
550
-125
-19% -$13.5K 0.02% 665
2018
Q4 		$64K Buy
675
+125
+23% +$12.7K 0.01% 729
2018
Q3 		$62K Buy
+550
New +$62.7K 0.03% 491
2017
Q4 		– Sell
-350
Closed -$36K – 1559
2017
Q3 		$36K Sell
350
-100
-22% -$10.5K 0.01% 797
2017
Q2 		$47K Hold
450
– – 0.01% 809
2017
Q1 		$41K Sell
450
-304
-40% -$26.1K 0.01% 796
2016
Q4 		$64K Buy
754
+4
+0.5% +$353 0.01% 860
2016
Q3 		$70K Buy
750
+200
+36% +$18.9K 0.01% 795
2016
Q2 		$49K Sell
550
-21
-4% -$1.91K 0.02% 661
2016
Q1 		$48K Buy
571
+21
+4% +$1.64K 0.02% 637
2015
Q4 		$41K Hold
550
– – 0.02% 678
2015
Q3 		$49K Hold
550
– – 0.02% 637
2015
Q2 		$50K Sell
550
-200
-27% -$19.7K 0.02% 669
2015
Q1 		$76K Hold
750
– – 0.02% 550
2014
Q4 		$92K Sell
750
-300
-29% -$35.9K 0.03% 485
2014
Q3 		$127K Buy
+1,050
New +$120K 0.03% 585

Other funds holding KSU

Kovitz Investment Group Partners
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

Next Financial Group's KSU Position: Q4 2021 in Review

Next Financial Group sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 326 shares — an estimated $89K sold.

Next Financial Group first reported a position in KSU in Q3 2014 and held it in 26 quarters. The position peaked at $401K in Q4 2019. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Next Financial Group reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 326 Kansas City Southern shares in Q4 2021, an estimated $89K.
  • Next Financial Group first reported a position in Kansas City Southern in Q3 2014 and held it in 26 quarters.
  • Next Financial Group's Kansas City Southern position peaked at $401K in Q4 2019.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.