TAIM
KSU

TD Ameritrade Investment Management’s Kansas City Southern KSU Stock Holding History

TD Ameritrade Investment Management’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
-466
Closed -$84K – 739
2021
Q3 		$84K Buy
+466
New +$130K ﹤0.01% 278
2021
Q2 		– Sell
-324
Closed -$66K – 687
2021
Q1 		$66K Hold
324
– – ﹤0.01% 307
2020
Q4 		$66K Sell
324
-142
-30% -$26.7K ﹤0.01% 307
2020
Q3 		$84K Buy
466
+174
+60% +$30.1K ﹤0.01% 278
2020
Q2 		$44K Buy
292
+10
+4% +$1.41K ﹤0.01% 322
2020
Q1 		$36K Buy
282
+52
+23% +$7.93K ﹤0.01% 324
2019
Q4 		$35K Buy
230
+129
+128% +$18.9K ﹤0.01% 347
2019
Q3 		$13K Buy
+101
New +$12.6K ﹤0.01% 407

Other funds holding KSU

Kovitz Investment Group Partners
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

TD Ameritrade Investment Management's KSU Position: Q4 2021 in Review

TD Ameritrade Investment Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 466 shares — an estimated $84K sold.

TD Ameritrade Investment Management first reported a position in KSU in Q3 2019 and held it in 8 quarters. The position peaked at $84K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • TD Ameritrade Investment Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 466 Kansas City Southern shares in Q4 2021, an estimated $84K.
  • TD Ameritrade Investment Management first reported a position in Kansas City Southern in Q3 2019 and held it in 8 quarters.
  • TD Ameritrade Investment Management's Kansas City Southern position peaked at $84K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.