RWM
KSU

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

Raffa 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
Q3 		– Sell
-11
Closed -$1.34K – 789
2019
Q2 		$1.34K Buy
+11
New +$1.32K ﹤0.01% 672

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 $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Raffa Wealth Management's KSU Position: Q3 2019 in Review

Raffa Wealth Management sold out of Kansas City Southern (KSU) in Q3 2019, closing a stake of 11 shares — an estimated $1.34K sold.

Raffa Wealth Management first reported a position in KSU in Q2 2019 and held it in 1 quarter. The position peaked at $1.34K in Q2 2019. 605 funds tracked by Wall St. Rank hold KSU as of Q3 2019.

  • Raffa Wealth Management reported no remaining Kansas City Southern position as of Q3 2019 after selling out during the quarter.
  • Raffa Wealth Management sold 11 Kansas City Southern shares in Q3 2019, an estimated $1.34K.
  • Raffa Wealth Management first reported a position in Kansas City Southern in Q2 2019 and held it in 1 quarter.
  • Raffa Wealth Management's Kansas City Southern position peaked at $1.34K in Q2 2019.
  • 605 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2019.

Based on Raffa Wealth Management's 13F filing for Q3 2019, filed 27 Jul 2026.