United Capital Financial Advisors’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,717
| Closed | -$465K | – | 1263 |
|
|
2021
Q3 | $465K | Sell |
1,717
-208
| -11% | -$57.9K | ﹤0.01% | 879 |
|
|
2021
Q2 | $545K | Sell |
1,925
-2,608
| -58% | -$753K | ﹤0.01% | 840 |
|
|
2021
Q1 | $1.2M | Sell |
4,533
-79
| -2% | -$17.2K | 0.01% | 619 |
|
|
2020
Q4 | $941K | Buy |
4,612
+654
| +17% | +$123K | 0.01% | 690 |
|
|
2020
Q3 | $716K | Buy |
3,958
+1
| +0% | +$173 | ﹤0.01% | 743 |
|
|
2020
Q2 | $591K | Sell |
3,957
-85
| -2% | -$12K | ﹤0.01% | 810 |
|
|
2020
Q1 | $514K | Sell |
4,042
-1,654
| -29% | -$252K | ﹤0.01% | 804 |
|
|
2019
Q4 | $872K | Buy |
+5,696
| New | +$836K | 0.01% | 819 |
|
|
2019
Q3 | – | Sell |
-19,941
| Closed | -$2.43M | – | 1526 |
|
|
2019
Q2 | $2.43M | Buy |
19,941
+3,656
| +22% | +$438K | 0.02% | 564 |
|
|
2019
Q1 | $1.89M | Sell |
16,285
-867
| -5% | -$93.6K | 0.01% | 604 |
|
|
2018
Q4 | $1.64M | Sell |
17,152
-3,977
| -19% | -$404K | 0.01% | 604 |
|
|
2018
Q3 | $2.39M | Buy |
21,129
+7,961
| +60% | +$907K | 0.02% | 565 |
|
|
2018
Q2 | $1.4M | Sell |
13,168
-269
| -2% | -$29.3K | 0.01% | 679 |
|
|
2018
Q1 | $1.48M | Sell |
13,437
-338
| -2% | -$36.6K | 0.01% | 672 |
|
|
2017
Q4 | $1.45M | Sell |
13,775
-60
| -0.4% | -$6.4K | 0.01% | 688 |
|
|
2017
Q3 | $1.5M | Sell |
13,835
-448
| -3% | -$47K | 0.01% | 653 |
|
|
2017
Q2 | $1.5M | Buy |
14,283
+3,052
| +27% | +$286K | 0.01% | 647 |
|
|
2017
Q1 | $963K | Buy |
11,231
+5,737
| +104% | +$492K | 0.01% | 756 |
|
|
2016
Q4 | $466K | Buy |
5,494
+837
| +18% | +$73.8K | ﹤0.01% | 954 |
|
|
2016
Q3 | $435K | Buy |
+4,657
| New | +$441K | ﹤0.01% | 997 |
|
|
2016
Q2 | – | Sell |
-2,828
| Closed | -$242K | – | 1300 |
|
|
2016
Q1 | $242K | Sell |
2,828
-4,170
| -60% | -$325K | ﹤0.01% | 1071 |
|
|
2015
Q4 | $523K | Sell |
6,998
-578
| -8% | -$49.4K | 0.01% | 872 |
|
|
2015
Q3 | $689K | Sell |
7,576
-61
| -0.8% | -$5.75K | 0.01% | 802 |
|
|
2015
Q2 | $696K | Buy |
+7,637
| New | +$754K | 0.01% | 810 |
|
|
2015
Q1 | – | Sell |
-3,362
| Closed | -$410K | – | 1290 |
|
|
2014
Q4 | $410K | Sell |
3,362
-94
| -3% | -$11.2K | 0.01% | 884 |
|
|
2014
Q3 | $419K | Buy |
+3,456
| New | +$394K | 0.01% | 841 |
|
|
2014
Q2 | – | Sell |
-4,671
| Closed | -$477K | – | 958 |
|
|
2014
Q1 | $477K | Buy |
+4,671
| New | +$482K | 0.01% | 644 |
|
Other funds holding KSU
United Capital Financial Advisors's KSU Position: Q4 2021 in Review
United Capital Financial Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,717 shares — an estimated $465K sold.
United Capital Financial Advisors first reported a position in KSU in Q1 2014 and held it in 27 quarters. The position peaked at $2.43M in Q2 2019. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.
- United Capital Financial Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
- United Capital Financial Advisors sold 1,717 Kansas City Southern shares in Q4 2021, an estimated $465K.
- United Capital Financial Advisors first reported a position in Kansas City Southern in Q1 2014 and held it in 27 quarters.
- United Capital Financial Advisors's Kansas City Southern position peaked at $2.43M in Q2 2019.
- 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.
Based on United Capital Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.