UCMOK
KSU

United Capital Management of KS’s Kansas City Southern KSU Stock Holding History

United Capital Management of KS’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
2018
Q4 		– Sell
-125
Closed -$15K – 118
2018
Q3 		$15K Buy
+125
New +$14.2K 0.01% 117

Other funds holding KSU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

United Capital Management of KS's KSU Position: Q4 2018 in Review

United Capital Management of KS sold out of Kansas City Southern (KSU) in Q4 2018, closing a stake of 125 shares — an estimated $15K sold.

United Capital Management of KS first reported a position in KSU in Q3 2018 and held it in 1 quarter. The position peaked at $15K in Q3 2018. 573 funds tracked by Wall St. Rank hold KSU as of Q4 2018.

  • United Capital Management of KS reported no remaining Kansas City Southern position as of Q4 2018 after selling out during the quarter.
  • United Capital Management of KS sold 125 Kansas City Southern shares in Q4 2018, an estimated $15K.
  • United Capital Management of KS first reported a position in Kansas City Southern in Q3 2018 and held it in 1 quarter.
  • United Capital Management of KS's Kansas City Southern position peaked at $15K in Q3 2018.
  • 573 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2018.

Based on United Capital Management of KS's 13F filing for Q4 2018, filed 10 Jan 2019.