PCS
KSU

Personal CFO Solutions’s Kansas City Southern KSU Stock Holding History

Personal CFO Solutions’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
2020
Q3 		– Sell
-1,443
Closed -$215K – 352
2020
Q2 		$215K Buy
+1,443
New +$203K 0.06% 273
2020
Q1 		– Sell
-1,567
Closed -$240K – 391
2019
Q4 		$240K Buy
+1,567
New +$230K 0.07% 276

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Personal CFO Solutions's KSU Position: Q3 2020 in Review

Personal CFO Solutions sold out of Kansas City Southern (KSU) in Q3 2020, closing a stake of 1,443 shares — an estimated $215K sold.

Personal CFO Solutions first reported a position in KSU in Q4 2019 and held it in 2 quarters. The position peaked at $240K in Q4 2019. 715 funds tracked by Wall St. Rank hold KSU as of Q3 2020.

  • Personal CFO Solutions reported no remaining Kansas City Southern position as of Q3 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 1,443 Kansas City Southern shares in Q3 2020, an estimated $215K.
  • Personal CFO Solutions first reported a position in Kansas City Southern in Q4 2019 and held it in 2 quarters.
  • Personal CFO Solutions's Kansas City Southern position peaked at $240K in Q4 2019.
  • 715 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2020.

Based on Personal CFO Solutions's 13F filing for Q3 2020, filed 2 Nov 2020.