TCI Wealth Advisors’s Kansas City Southern KSU Stock Holding History

TCI Wealth Advisors’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
2021 Q4	–	Sell	-87	Closed	-$24K	–	2627
2021 Q3	$24K	Buy	87 +5	+6%	+$1.39K	﹤0.01%	622
2021 Q2	$23K	Hold	82	–	–	﹤0.01%	579
2021 Q1	$22K	Buy	82 +25	+44%	+$5.44K	0.01%	553
2020 Q4	$12K	Hold	57	–	–	0.01%	615
2020 Q3	$10K	Hold	57	–	–	﹤0.01%	596
2020 Q2	$9K	Hold	57	–	–	﹤0.01%	612
2020 Q1	$7K	Buy	57 +3	+6%	+$458	﹤0.01%	657
2019 Q4	$8K	Hold	54	–	–	﹤0.01%	767
2019 Q3	$7K	Hold	54	–	–	﹤0.01%	745
2019 Q2	$7K	Hold	54	–	–	﹤0.01%	710
2019 Q1	$6K	Hold	54	–	–	﹤0.01%	765
2018 Q4	$5K	Buy	54 +4	+8%	+$406	﹤0.01%	792
2018 Q3	$6K	Hold	50	–	–	﹤0.01%	770
2018 Q2	$5K	Hold	50	–	–	﹤0.01%	799
2018 Q1	$5K	Hold	50	–	–	﹤0.01%	754
2017 Q4	$5K	Hold	50	–	–	﹤0.01%	806
2017 Q3	$5K	Hold	50	–	–	﹤0.01%	754
2017 Q2	$5K	Hold	50	–	–	﹤0.01%	774
2017 Q1	$4K	Hold	50	–	–	﹤0.01%	802
2016 Q4	$4K	Hold	50	–	–	﹤0.01%	864
2016 Q3	$5K	Hold	50	–	–	﹤0.01%	747
2016 Q2	$5K	Hold	50	–	–	﹤0.01%	735
2016 Q1	$4K	Hold	50	–	–	﹤0.01%	798
2015 Q4	$4K	Hold	50	–	–	﹤0.01%	768
2015 Q3	$5K	Hold	50	–	–	﹤0.01%	648
2015 Q2	$5K	Hold	50	–	–	﹤0.01%	663
2015 Q1	$5K	Hold	50	–	–	﹤0.01%	587
2014 Q4	$6K	Hold	50	–	–	﹤0.01%	538
2014 Q3	$6K	Hold	50	–	–	﹤0.01%	546
2014 Q2	$5K	Hold	50	–	–	﹤0.01%	608
2014 Q1	$5K	Hold	50	–	–	﹤0.01%	573
2013 Q4	$6K	Hold	50	–	–	﹤0.01%	528
2013 Q3	$5K	Hold	50	–	–	﹤0.01%	501
2013 Q2	$5K	Buy	+50	New	+$5.44K	﹤0.01%	472

Other funds holding KSU

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

JAM

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

TCI Wealth Advisors's KSU Position: Q4 2021 in Review

TCI Wealth Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 87 shares — an estimated $24K sold.

TCI Wealth Advisors first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $24K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

TCI Wealth Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
TCI Wealth Advisors sold 87 Kansas City Southern shares in Q4 2021, an estimated $24K.
TCI Wealth Advisors first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
TCI Wealth Advisors's Kansas City Southern position peaked at $24K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.