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

Patriot 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
2018 Q4	$3.92M	Buy	+41,093	New	+$4.17M	0.57%	53

Other funds holding KSU

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Wealth Management's KSU Position: Q4 2018 in Review

Patriot Wealth Management opened a new position in Kansas City Southern (KSU) in Q4 2018: 41,093 shares worth $3.92M. The stake represents 0.57% of the portfolio and ranks #53 among its holdings.

573 funds tracked by Wall St. Rank hold KSU as of Q4 2018.

Patriot Wealth Management held 41,093 shares of Kansas City Southern worth $3.92M as of Q4 2018.
Kansas City Southern was a new Patriot Wealth Management position in Q4 2018.
Kansas City Southern made up 0.57% of Patriot Wealth Management's portfolio in Q4 2018, its #53 holding.
573 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.