SEIA
KSU

Signature Estate & Investment Advisors’s Kansas City Southern KSU Stock Holding History

Signature Estate & Investment 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
Q3 		– Sell
-1,070
Closed -$303K – 166
2021
Q2 		$303K Hold
1,070
– – 0.01% 134
2021
Q1 		$282K Buy
+1,070
New +$233K 0.01% 140

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Signature Estate & Investment Advisors's KSU Position: Q3 2021 in Review

Signature Estate & Investment Advisors sold out of Kansas City Southern (KSU) in Q3 2021, closing a stake of 1,070 shares — an estimated $303K sold.

Signature Estate & Investment Advisors first reported a position in KSU in Q1 2021 and held it in 2 quarters. The position peaked at $303K in Q2 2021. 733 funds tracked by Wall St. Rank hold KSU as of Q3 2021.

  • Signature Estate & Investment Advisors reported no remaining Kansas City Southern position as of Q3 2021 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 1,070 Kansas City Southern shares in Q3 2021, an estimated $303K.
  • Signature Estate & Investment Advisors first reported a position in Kansas City Southern in Q1 2021 and held it in 2 quarters.
  • Signature Estate & Investment Advisors's Kansas City Southern position peaked at $303K in Q2 2021.
  • 733 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2021.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.