Tradewinds Capital Management’s Kansas City Southern KSU Stock Holding History

Tradewinds Capital 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	-48	Closed	-$13K	–	844
2021 Q3	$13K	Hold	48	–	–	﹤0.01%	439
2021 Q2	$14K	Hold	48	–	–	﹤0.01%	428
2021 Q1	$13K	Hold	48	–	–	﹤0.01%	416
2020 Q4	$10K	Hold	48	–	–	﹤0.01%	430
2020 Q3	$9K	Hold	48	–	–	﹤0.01%	418
2020 Q2	$7K	Hold	48	–	–	﹤0.01%	447
2020 Q1	$6K	Hold	48	–	–	﹤0.01%	434
2019 Q4	$7K	Buy	+48	New	+$7.04K	﹤0.01%	467
2015 Q4	–	Sell	-140	Closed	-$13K	–	702
2015 Q3	$13K	Hold	140	–	–	0.01%	339
2015 Q2	$13K	Hold	140	–	–	0.01%	377
2015 Q1	$14K	Hold	140	–	–	0.01%	338
2014 Q4	$17K	Hold	140	–	–	0.01%	317
2014 Q3	$17K	Hold	140	–	–	0.01%	315
2014 Q2	$15K	Hold	140	–	–	0.01%	339
2014 Q1	$14K	Sell	140 -100	-42%	-$10.3K	0.01%	352
2013 Q4	$30K	Buy	+240	New	+$28.7K	0.02%	259

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

Tradewinds Capital Management's KSU Position: Q4 2021 in Review

Tradewinds Capital Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 48 shares — an estimated $13K sold.

Tradewinds Capital Management first reported a position in KSU in Q4 2013 and held it in 16 quarters. The position peaked at $30K in Q4 2013. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Tradewinds Capital Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Tradewinds Capital Management sold 48 Kansas City Southern shares in Q4 2021, an estimated $13K.
Tradewinds Capital Management first reported a position in Kansas City Southern in Q4 2013 and held it in 16 quarters.
Tradewinds Capital Management's Kansas City Southern position peaked at $30K in Q4 2013.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Tradewinds Capital Management's 13F filing for Q4 2021, filed 2 Feb 2022.