OBWP
KSU

O'Brien Wealth Partners’s Kansas City Southern KSU Stock Holding History

O'Brien Wealth Partners’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
-55
Closed -$6K – 214
2018
Q3 		$6K Buy
+55
New +$6.27K ﹤0.01% 155

Other funds holding KSU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

O'Brien Wealth Partners's KSU Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Kansas City Southern (KSU) in Q4 2018, closing a stake of 55 shares — an estimated $6K sold.

O'Brien Wealth Partners first reported a position in KSU in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 573 funds tracked by Wall St. Rank hold KSU as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Kansas City Southern position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 55 Kansas City Southern shares in Q4 2018, an estimated $6K.
  • O'Brien Wealth Partners first reported a position in Kansas City Southern in Q3 2018 and held it in 1 quarter.
  • O'Brien Wealth Partners's Kansas City Southern position peaked at $6K in Q3 2018.
  • 573 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.