RIA
KSU

Realta Investment Advisors’s Kansas City Southern KSU Stock Holding History

Realta Investment 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
Q1 		– Sell
-148
Closed -$22K – 1550
2019
Q4 		$22K Hold
148
– – 0.01% 904
2019
Q3 		$19K Hold
148
– – 0.01% 941
2019
Q2 		$18K Buy
148
+63
+74% +$7.54K 0.01% 980
2019
Q1 		$10K Buy
+85
New +$9.18K ﹤0.01% 916

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Realta Investment Advisors's KSU Position: Q1 2020 in Review

Realta Investment Advisors sold out of Kansas City Southern (KSU) in Q1 2020, closing a stake of 148 shares — an estimated $22K sold.

Realta Investment Advisors first reported a position in KSU in Q1 2019 and held it in 4 quarters. The position peaked at $22K in Q4 2019. 640 funds tracked by Wall St. Rank hold KSU as of Q1 2020.

  • Realta Investment Advisors reported no remaining Kansas City Southern position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 148 Kansas City Southern shares in Q1 2020, an estimated $22K.
  • Realta Investment Advisors first reported a position in Kansas City Southern in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Kansas City Southern position peaked at $22K in Q4 2019.
  • 640 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.