TVWM
KSU

Tower View Wealth Management’s Kansas City Southern KSU Stock Holding History

Tower View Wealth 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
-16,174
Closed -$4.38M – 230
2021
Q3 		$4.38M Sell
16,174
-127
-0.8% -$35.4K 2.43% 12
2021
Q2 		$4.62M Sell
16,301
-2,919
-15% -$843K 2.34% 11
2021
Q1 		$5.07M Sell
19,220
-330
-2% -$71.8K 2.78% 2
2020
Q4 		$3.99M Buy
19,550
+453
+2% +$85.1K 2.27% 13
2020
Q3 		$3.45M Buy
19,097
+62
+0.3% +$10.7K 2.25% 16
2020
Q2 		$2.84M Buy
19,035
+453
+2% +$63.7K 2.08% 18
2020
Q1 		$2.36M Sell
18,582
-161
-0.9% -$24.6K 2.13% 20
2019
Q4 		$2.87M Sell
18,743
-2,629
-12% -$386K 2.17% 16
2019
Q3 		$2.84M Buy
21,372
+153
+0.7% +$19.1K 2.35% 12
2019
Q2 		$2.58M Sell
21,219
-508
-2% -$60.8K 2.21% 17
2019
Q1 		$2.52M Buy
21,727
+608
+3% +$65.7K 2.24% 19
2018
Q4 		$2.02M Buy
21,119
+4,338
+26% +$440K 2.08% 23
2018
Q3 		$1.9M Buy
16,781
+85
+0.5% +$9.68K 1.66% 23
2018
Q2 		$1.77M Buy
16,696
+147
+0.9% +$16K 1.67% 26
2018
Q1 		$1.82M Buy
16,549
+310
+2% +$33.6K 1.82% 21
2017
Q4 		$1.71M Buy
+16,239
New +$1.73M 1.58% 28

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

Tower View Wealth Management's KSU Position: Q4 2021 in Review

Tower View Wealth Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 16,174 shares — an estimated $4.38M sold.

Tower View Wealth Management first reported a position in KSU in Q4 2017 and held it in 16 quarters. The position peaked at $5.07M in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Tower View Wealth Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Tower View Wealth Management sold 16,174 Kansas City Southern shares in Q4 2021, an estimated $4.38M.
  • Tower View Wealth Management first reported a position in Kansas City Southern in Q4 2017 and held it in 16 quarters.
  • Tower View Wealth Management's Kansas City Southern position peaked at $5.07M in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Tower View Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.