SIAP
KSU

Sterling Investment Advisors (Pennsylvania)’s Kansas City Southern KSU Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q1 		– Sell
-700
Closed -$66K – 435
2018
Q4 		$66K Hold
700
– – 0.04% 172
2018
Q3 		$79K Hold
700
– – 0.04% 179
2018
Q2 		$74K Hold
700
– – 0.04% 168
2018
Q1 		$77K Hold
700
– – 0.05% 160
2017
Q4 		$74K Hold
700
– – 0.05% 159
2017
Q3 		$76K Hold
700
– – 0.05% 149
2017
Q2 		$73K Hold
700
– – 0.05% 155
2017
Q1 		$60K Hold
700
– – 0.04% 161
2016
Q4 		$59K Buy
+700
New +$61.7K 0.05% 146

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 $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $552B AUM 44.19% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s KSU Position: Q1 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Kansas City Southern (KSU) in Q1 2019, closing a stake of 700 shares — an estimated $66K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in KSU in Q4 2016 and held it in 9 quarters. The position peaked at $79K in Q3 2018. 611 funds tracked by Wall St. Rank hold KSU as of Q1 2019.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Kansas City Southern position as of Q1 2019 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 700 Kansas City Southern shares in Q1 2019, an estimated $66K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Kansas City Southern in Q4 2016 and held it in 9 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Kansas City Southern position peaked at $79K in Q3 2018.
  • 611 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2019, filed 1 May 2019.