PCP
KSU

Proficio Capital Partners’s Kansas City Southern KSU Stock Holding History

Proficio Capital 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
2019
Q3 		– Sell
-248
Closed -$30K – 1792
2019
Q2 		$30K Sell
248
-113
-31% -$13.5K 0.01% 545
2019
Q1 		$42K Buy
361
+305
+545% +$32.9K 0.02% 406
2018
Q4 		$5K Hold
56
– – ﹤0.01% 876
2018
Q3 		$6K Buy
56
+8
+17% +$911 ﹤0.01% 938
2018
Q2 		$5K Hold
48
– – ﹤0.01% 1007
2018
Q1 		$5K Sell
48
-24
-33% -$2.6K ﹤0.01% 1017
2017
Q4 		$8K Sell
72
-3
-4% -$320 ﹤0.01% 888
2017
Q3 		$8K Hold
75
– – ﹤0.01% 870
2017
Q2 		$8K Buy
75
+4
+6% +$375 ﹤0.01% 868
2017
Q1 		$6K Sell
71
-37
-34% -$3.17K ﹤0.01% 963
2016
Q4 		$9K Hold
108
– – ﹤0.01% 639
2016
Q3 		$10K Buy
108
+23
+27% +$2.18K 0.01% 589
2016
Q2 		$8K Buy
85
+50
+143% +$4.55K 0.01% 622
2016
Q1 		$3K Buy
35
+14
+67% +$1.09K ﹤0.01% 687
2015
Q4 		$2K Buy
+21
New +$1.79K ﹤0.01% 713

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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

Proficio Capital Partners's KSU Position: Q3 2019 in Review

Proficio Capital Partners sold out of Kansas City Southern (KSU) in Q3 2019, closing a stake of 248 shares — an estimated $30K sold.

Proficio Capital Partners first reported a position in KSU in Q4 2015 and held it in 15 quarters. The position peaked at $42K in Q1 2019. 605 funds tracked by Wall St. Rank hold KSU as of Q3 2019.

  • Proficio Capital Partners reported no remaining Kansas City Southern position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 248 Kansas City Southern shares in Q3 2019, an estimated $30K.
  • Proficio Capital Partners first reported a position in Kansas City Southern in Q4 2015 and held it in 15 quarters.
  • Proficio Capital Partners's Kansas City Southern position peaked at $42K in Q1 2019.
  • 605 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.