RA
KSU

Rational Advisors’s Kansas City Southern KSU Stock Holding History

Rational Advisors’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
Q4 		– Sell
-108
Closed -$20K – 637
2020
Q3 		$20K Buy
108
+39
+57% +$6.75K 0.01% 230
2020
Q2 		$10K Buy
+69
New +$9.7K 0.01% 368
2020
Q1 		– Sell
-697
Closed -$107K – 550
2019
Q4 		$107K Buy
697
+638
+1,081% +$93.6K 0.05% 277
2019
Q3 		$8K Sell
59
-414
-88% -$51.6K ﹤0.01% 510
2019
Q2 		$58K Buy
+473
New +$56.6K 0.02% 325
2019
Q1 		– Sell
-211
Closed -$20K – 580
2018
Q4 		$20K Sell
211
-184
-47% -$18.7K 0.01% 355
2018
Q3 		$45K Buy
395
+366
+1,262% +$41.7K 0.01% 298
2018
Q2 		$3K Buy
29
+19
+190% +$2.07K ﹤0.01% 424
2018
Q1 		$1K Buy
+10
New +$1.08K ﹤0.01% 505
2015
Q3 		$3K Hold
36
– – ﹤0.01% 455
2015
Q2 		$3K Hold
36
– – ﹤0.01% 468
2015
Q1 		$4K Sell
36
-24
-40% -$2.72K ﹤0.01% 452
2014
Q4 		$7K Buy
+60
New +$7.18K ﹤0.01% 484
2013
Q4 		$306K Sell
2,473
-296
-11% -$35.4K 0.03% 418
2013
Q3 		$303K Sell
2,769
-90
-3% -$9.89K 0.02% 455
2013
Q2 		$303K Buy
+2,859
New +$311K 0.03% 456

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rational Advisors's KSU Position: Q4 2020 in Review

Rational Advisors sold out of Kansas City Southern (KSU) in Q4 2020, closing a stake of 108 shares — an estimated $20K sold.

Rational Advisors first reported a position in KSU in Q2 2013 and held it in 16 quarters. The position peaked at $306K in Q4 2013. 744 funds tracked by Wall St. Rank hold KSU as of Q4 2020.

  • Rational Advisors reported no remaining Kansas City Southern position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 108 Kansas City Southern shares in Q4 2020, an estimated $20K.
  • Rational Advisors first reported a position in Kansas City Southern in Q2 2013 and held it in 16 quarters.
  • Rational Advisors's Kansas City Southern position peaked at $306K in Q4 2013.
  • 744 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.