SMFS
KSU

Squar Milner Financial Services’s Kansas City Southern KSU Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-739
Closed -$93K – 785
2020
Q1 		$93K Sell
739
-103
-12% -$15.7K 0.06% 282
2019
Q4 		$128K Buy
+842
New +$124K 0.06% 277
2019
Q3 		– Sell
-677
Closed -$82K – 787
2019
Q2 		$82K Buy
+677
New +$81K 0.06% 295

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 $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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squar Milner Financial Services's KSU Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Kansas City Southern (KSU) in Q2 2020, closing a stake of 739 shares — an estimated $93K sold.

Squar Milner Financial Services first reported a position in KSU in Q2 2019 and held it in 3 quarters. The position peaked at $128K in Q4 2019. 686 funds tracked by Wall St. Rank hold KSU as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Kansas City Southern position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 739 Kansas City Southern shares in Q2 2020, an estimated $93K.
  • Squar Milner Financial Services first reported a position in Kansas City Southern in Q2 2019 and held it in 3 quarters.
  • Squar Milner Financial Services's Kansas City Southern position peaked at $128K in Q4 2019.
  • 686 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.