SI
KSU

Stephens Inc’s Kansas City Southern KSU Stock Holding History

Stephens Inc’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
2019
Q3 		– Sell
-2,199
Closed -$268K – 1220
2019
Q2 		$268K Hold
2,199
– – 0.01% 967
2019
Q1 		$255K Buy
+2,199
New +$237K 0.01% 972
2018
Q4 		– Sell
-2,122
Closed -$240K – 1212
2018
Q3 		$240K Buy
2,122
+107
+5% +$12.2K 0.01% 993
2018
Q2 		$214K Sell
2,015
-8,400
-81% -$914K 0.01% 799
2018
Q1 		$1.14M Sell
10,415
-978
-9% -$106K 0.04% 369
2017
Q4 		$1.2M Sell
11,393
-2,391
-17% -$255K 0.04% 342
2017
Q3 		$1.5M Sell
13,784
-1,780
-11% -$187K 0.05% 315
2017
Q2 		$1.63M Buy
15,564
+12,638
+432% +$1.18M 0.06% 334
2017
Q1 		$251K Buy
+2,926
New +$251K 0.01% 717
2014
Q3 		– Sell
-2,591
Closed -$279K – 886
2014
Q2 		$279K Sell
2,591
-81
-3% -$8.37K 0.01% 660
2014
Q1 		$273K Sell
2,672
-593
-18% -$61.2K 0.01% 629
2013
Q4 		$404K Buy
3,265
+875
+37% +$105K 0.02% 566
2013
Q3 		$261K Sell
2,390
-10
-0.4% -$1.1K 0.01% 635
2013
Q2 		$254K Buy
+2,400
New +$261K 0.01% 577

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stephens Inc's KSU Position: Q3 2019 in Review

Stephens Inc sold out of Kansas City Southern (KSU) in Q3 2019, closing a stake of 2,199 shares — an estimated $268K sold.

Stephens Inc first reported a position in KSU in Q2 2013 and held it in 14 quarters. The position peaked at $1.63M in Q2 2017. 605 funds tracked by Wall St. Rank hold KSU as of Q3 2019.

  • Stephens Inc reported no remaining Kansas City Southern position as of Q3 2019 after selling out during the quarter.
  • Stephens Inc sold 2,199 Kansas City Southern shares in Q3 2019, an estimated $268K.
  • Stephens Inc first reported a position in Kansas City Southern in Q2 2013 and held it in 14 quarters.
  • Stephens Inc's Kansas City Southern position peaked at $1.63M in Q2 2017.
  • 605 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2019.

Based on Stephens Inc's 13F filing for Q3 2019, filed 18 Oct 2019.