SIC
KSU

Salem Investment Counselors’s Kansas City Southern KSU Stock Holding History

Salem Investment Counselors’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
Q4 		– Sell
-300
Closed -$40K – 716
2019
Q3 		$40K Hold
300
– – ﹤0.01% 394
2019
Q2 		$37K Hold
300
– – ﹤0.01% 410
2019
Q1 		$34K Buy
+300
New +$32.4K ﹤0.01% 321
2018
Q4 		– Sell
-300
Closed -$34K – 417
2018
Q3 		$34K Hold
300
– – ﹤0.01% 321
2018
Q2 		$32K Buy
+300
New +$32.6K ﹤0.01% 345
2017
Q3 		– Sell
-5
Closed -$1K – 687
2017
Q2 		$1K Buy
+5
New +$469 ﹤0.01% 648

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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Salem Investment Counselors's KSU Position: Q4 2019 in Review

Salem Investment Counselors sold out of Kansas City Southern (KSU) in Q4 2019, closing a stake of 300 shares — an estimated $40K sold.

Salem Investment Counselors first reported a position in KSU in Q2 2017 and held it in 6 quarters. The position peaked at $40K in Q3 2019. 683 funds tracked by Wall St. Rank hold KSU as of Q4 2019.

  • Salem Investment Counselors reported no remaining Kansas City Southern position as of Q4 2019 after selling out during the quarter.
  • Salem Investment Counselors sold 300 Kansas City Southern shares in Q4 2019, an estimated $40K.
  • Salem Investment Counselors first reported a position in Kansas City Southern in Q2 2017 and held it in 6 quarters.
  • Salem Investment Counselors's Kansas City Southern position peaked at $40K in Q3 2019.
  • 683 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2019.

Based on Salem Investment Counselors's 13F filing for Q4 2019, filed 13 Feb 2020.