Sheets Smith Wealth Management
KSU

Sheets Smith Wealth Management’s Kansas City Southern KSU Stock Holding History

Sheets Smith 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
2020
Q1 		– Sell
-3,752
Closed -$570K – 342
2019
Q4 		$570K Sell
3,752
-106
-3% -$15.6K 0.11% 187
2019
Q3 		$513K Buy
+3,858
New +$481K 0.11% 191
2014
Q1 		– Sell
-5,524
Closed -$684K – 287
2013
Q4 		$684K Buy
+5,524
New +$661K 0.19% 142
2013
Q3 		– Sell
-7,427
Closed -$787K – 257
2013
Q2 		$787K Buy
+7,427
New +$808K 0.27% 101

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Sheets Smith Wealth Management's KSU Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of Kansas City Southern (KSU) in Q1 2020, closing a stake of 3,752 shares — an estimated $570K sold.

Sheets Smith Wealth Management first reported a position in KSU in Q2 2013 and held it in 4 quarters. The position peaked at $787K in Q2 2013. 640 funds tracked by Wall St. Rank hold KSU as of Q1 2020.

  • Sheets Smith Wealth Management reported no remaining Kansas City Southern position as of Q1 2020 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 3,752 Kansas City Southern shares in Q1 2020, an estimated $570K.
  • Sheets Smith Wealth Management first reported a position in Kansas City Southern in Q2 2013 and held it in 4 quarters.
  • Sheets Smith Wealth Management's Kansas City Southern position peaked at $787K in Q2 2013.
  • 640 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.