SPL
KSU

Smart Portfolios LLC’s Kansas City Southern KSU Stock Holding History

Smart Portfolios LLC’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
2018
Q4 		– Sell
-26
Closed -$3K – 225
2018
Q3 		$3K Buy
+26
New +$2.96K ﹤0.01% 125

Other funds holding KSU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Smart Portfolios LLC's KSU Position: Q4 2018 in Review

Smart Portfolios LLC sold out of Kansas City Southern (KSU) in Q4 2018, closing a stake of 26 shares — an estimated $3K sold.

Smart Portfolios LLC first reported a position in KSU in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 573 funds tracked by Wall St. Rank hold KSU as of Q4 2018.

  • Smart Portfolios LLC reported no remaining Kansas City Southern position as of Q4 2018 after selling out during the quarter.
  • Smart Portfolios LLC sold 26 Kansas City Southern shares in Q4 2018, an estimated $3K.
  • Smart Portfolios LLC first reported a position in Kansas City Southern in Q3 2018 and held it in 1 quarter.
  • Smart Portfolios LLC's Kansas City Southern position peaked at $3K in Q3 2018.
  • 573 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2018.

Based on Smart Portfolios LLC's 13F filing for Q4 2018, filed 11 Feb 2019.