SWM
KSU

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

SeaCrest 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
Q2 		– Sell
-1,175
Closed -$136K – 2048
2019
Q1 		$136K Hold
1,175
– – 0.02% 588
2018
Q4 		$112K Sell
1,175
-44
-4% -$4.47K 0.02% 623
2018
Q3 		$138K Buy
1,219
+150
+14% +$17.1K 0.02% 637
2018
Q2 		$113K Buy
1,069
+55
+5% +$5.98K 0.02% 683
2018
Q1 		$111K Buy
1,014
+168
+20% +$18.2K 0.02% 676
2017
Q4 		$89K Buy
+846
New +$90.2K 0.02% 755

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 $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SeaCrest Wealth Management's KSU Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Kansas City Southern (KSU) in Q2 2019, closing a stake of 1,175 shares — an estimated $136K sold.

SeaCrest Wealth Management first reported a position in KSU in Q4 2017 and held it in 6 quarters. The position peaked at $138K in Q3 2018. 591 funds tracked by Wall St. Rank hold KSU as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining Kansas City Southern position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,175 Kansas City Southern shares in Q2 2019, an estimated $136K.
  • SeaCrest Wealth Management first reported a position in Kansas City Southern in Q4 2017 and held it in 6 quarters.
  • SeaCrest Wealth Management's Kansas City Southern position peaked at $138K in Q3 2018.
  • 591 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.