Reilly Financial Advisors’s Kansas City Southern KSU Stock Holding History

Reilly Financial 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
2021 Q4	–	Sell	-875	Closed	-$237K	–	1234
2021 Q3	$237K	Hold	875	–	–	0.02%	180
2021 Q2	$248K	Sell	875 -225	-20%	-$64.9K	0.02%	187
2021 Q1	$290K	Hold	1,100	–	–	0.03%	161
2020 Q4	$225K	Hold	1,100	–	–	0.02%	181
2020 Q3	$199K	Hold	1,100	–	–	0.02%	179
2020 Q2	$164K	Hold	1,100	–	–	0.02%	186
2020 Q1	$140K	Hold	1,100	–	–	0.02%	192
2019 Q4	$168K	Hold	1,100	–	–	0.02%	195
2019 Q3	$146K	Hold	1,100	–	–	0.02%	212
2019 Q2	$134K	Hold	1,100	–	–	0.02%	217
2019 Q1	$128K	Hold	1,100	–	–	0.02%	214
2018 Q4	$105K	Hold	1,100	–	–	0.02%	229
2018 Q3	$125K	Hold	1,100	–	–	0.02%	218
2018 Q2	$117K	Hold	1,100	–	–	0.02%	203
2018 Q1	$121K	Hold	1,100	–	–	0.02%	201
2017 Q4	$116K	Hold	1,100	–	–	0.02%	208
2017 Q3	$120K	Hold	1,100	–	–	0.02%	196
2017 Q2	$115K	Hold	1,100	–	–	0.02%	199
2017 Q1	$94K	Hold	1,100	–	–	0.02%	211
2016 Q4	$93K	Hold	1,100	–	–	0.02%	200
2016 Q3	$103K	Hold	1,100	–	–	0.02%	192
2016 Q2	$99K	Hold	1,100	–	–	0.02%	196
2016 Q1	$94K	Hold	1,100	–	–	0.02%	277
2015 Q4	$82K	Hold	1,100	–	–	0.01%	307
2015 Q3	$100K	Hold	1,100	–	–	0.02%	260
2015 Q2	$100K	Hold	1,100	–	–	0.02%	285
2015 Q1	$112K	Hold	1,100	–	–	0.02%	250
2014 Q4	$134K	Hold	1,100	–	–	0.03%	164
2014 Q3	$133K	Hold	1,100	–	–	0.03%	155
2014 Q2	$118K	Hold	1,100	–	–	0.03%	166
2014 Q1	$112K	Sell	1,100 -54	-5%	-$5.57K	0.03%	164
2013 Q4	$143K	Buy	1,154 +54	+5%	+$6.46K	0.04%	130
2013 Q3	$122K	Hold	1,100	–	–	0.03%	124
2013 Q2	$121K	Buy	+1,100	New	+$120K	0.04%	128

Other funds holding KSU

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

JAM

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Reilly Financial Advisors's KSU Position: Q4 2021 in Review

Reilly Financial Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 875 shares — an estimated $237K sold.

Reilly Financial Advisors first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $290K in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Reilly Financial Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Reilly Financial Advisors sold 875 Kansas City Southern shares in Q4 2021, an estimated $237K.
Reilly Financial Advisors first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
Reilly Financial Advisors's Kansas City Southern position peaked at $290K in Q1 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.