NWM
KSU

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

Northwest 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
2019
Q2 		– Sell
-76
Closed -$9K – 510
2019
Q1 		$9K Hold
76
– – 0.01% 359
2018
Q4 		$7K Hold
76
– – 0.01% 366
2018
Q3 		$9K Hold
76
– – 0.01% 371
2018
Q2 		$8K Hold
76
– – 0.01% 369
2018
Q1 		$8K Buy
+76
New +$8.23K 0.01% 376

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northwest Wealth Management's KSU Position: Q2 2019 in Review

Northwest Wealth Management sold out of Kansas City Southern (KSU) in Q2 2019, closing a stake of 76 shares — an estimated $9K sold.

Northwest Wealth Management first reported a position in KSU in Q1 2018 and held it in 5 quarters. The position peaked at $9K in Q1 2019. 591 funds tracked by Wall St. Rank hold KSU as of Q2 2019.

  • Northwest Wealth Management reported no remaining Kansas City Southern position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 76 Kansas City Southern shares in Q2 2019, an estimated $9K.
  • Northwest Wealth Management first reported a position in Kansas City Southern in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's Kansas City Southern position peaked at $9K in Q1 2019.
  • 591 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.