SWP
KSU

Strategic Wealth Partners’s Kansas City Southern KSU Stock Holding History

Strategic Wealth Partners’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
-200
Closed -$24K – 785
2019
Q2 		$24K Hold
200
– – 0.01% 311
2019
Q1 		$24K Sell
200
-4
-2% -$432 0.01% 331
2018
Q4 		$21K Buy
204
+4
+2% +$406 0.01% 327
2018
Q3 		$23K Hold
200
– – 0.01% 314
2018
Q2 		$21K Buy
+200
New +$21.8K 0.01% 383

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

Strategic Wealth Partners's KSU Position: Q3 2019 in Review

Strategic Wealth Partners sold out of Kansas City Southern (KSU) in Q3 2019, closing a stake of 200 shares — an estimated $24K sold.

Strategic Wealth Partners first reported a position in KSU in Q2 2018 and held it in 5 quarters. The position peaked at $24K in Q2 2019. 605 funds tracked by Wall St. Rank hold KSU as of Q3 2019.

  • Strategic Wealth Partners reported no remaining Kansas City Southern position as of Q3 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 200 Kansas City Southern shares in Q3 2019, an estimated $24K.
  • Strategic Wealth Partners first reported a position in Kansas City Southern in Q2 2018 and held it in 5 quarters.
  • Strategic Wealth Partners's Kansas City Southern position peaked at $24K in Q2 2019.
  • 605 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2019.

Based on Strategic Wealth Partners's 13F filing for Q3 2019, filed 28 Oct 2019.