SPC
KSU

Sigma Planning Corp’s Kansas City Southern KSU Stock Holding History

Sigma Planning Corp’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
2017
Q3 		– Sell
-3,500
Closed -$366K – 880
2017
Q2 		$366K Sell
3,500
-27
-0.8% -$2.53K 0.03% 504
2017
Q1 		$302K Buy
+3,527
New +$302K 0.03% 576

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sigma Planning Corp's KSU Position: Q3 2017 in Review

Sigma Planning Corp sold out of Kansas City Southern (KSU) in Q3 2017, closing a stake of 3,500 shares — an estimated $366K sold.

Sigma Planning Corp first reported a position in KSU in Q1 2017 and held it in 2 quarters. The position peaked at $366K in Q2 2017. 535 funds tracked by Wall St. Rank hold KSU as of Q3 2017.

  • Sigma Planning Corp reported no remaining Kansas City Southern position as of Q3 2017 after selling out during the quarter.
  • Sigma Planning Corp sold 3,500 Kansas City Southern shares in Q3 2017, an estimated $366K.
  • Sigma Planning Corp first reported a position in Kansas City Southern in Q1 2017 and held it in 2 quarters.
  • Sigma Planning Corp's Kansas City Southern position peaked at $366K in Q2 2017.
  • 535 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2017.

Based on Sigma Planning Corp's 13F filing for Q3 2017, filed 6 Nov 2017.