SQA
KSU

Simon Quick Advisors’s Kansas City Southern KSU Stock Holding History

Simon Quick 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
2020
Q3 		– Sell
-50
Closed -$7K – 524
2020
Q2 		$7K Buy
+50
New +$7.03K ﹤0.01% 344
2020
Q1 		– Sell
-27
Closed -$4K – 749
2019
Q4 		$4K Buy
+27
New +$3.96K ﹤0.01% 524
2017
Q4 		– Sell
-148
Closed -$16K – 612
2017
Q3 		$16K Buy
+148
New +$15.5K 0.01% 383
2017
Q2 		– Sell
-185
Closed -$16K – 392
2017
Q1 		$16K Buy
+185
New +$15.9K 0.01% 231

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simon Quick Advisors's KSU Position: Q3 2020 in Review

Simon Quick Advisors sold out of Kansas City Southern (KSU) in Q3 2020, closing a stake of 50 shares — an estimated $7K sold.

Simon Quick Advisors first reported a position in KSU in Q1 2017 and held it in 4 quarters. The position peaked at $16K in Q3 2017. 715 funds tracked by Wall St. Rank hold KSU as of Q3 2020.

  • Simon Quick Advisors reported no remaining Kansas City Southern position as of Q3 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 50 Kansas City Southern shares in Q3 2020, an estimated $7K.
  • Simon Quick Advisors first reported a position in Kansas City Southern in Q1 2017 and held it in 4 quarters.
  • Simon Quick Advisors's Kansas City Southern position peaked at $16K in Q3 2017.
  • 715 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2020.

Based on Simon Quick Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.