WD Rutherford’s Kansas City Southern KSU Stock Holding History

WD Rutherford’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	-1,005	Closed	-$272K	–	131
2021 Q3	$272K	Sell	1,005 -165	-14%	-$45.9K	0.15%	67
2021 Q2	$332K	Buy	1,170 +65	+6%	+$18.8K	0.18%	64
2021 Q1	$292K	Hold	1,105	–	–	0.18%	67
2020 Q4	$226K	Buy	+1,105	New	+$208K	0.14%	64

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

WD Rutherford's KSU Position: Q4 2021 in Review

WD Rutherford sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,005 shares — an estimated $272K sold.

WD Rutherford first reported a position in KSU in Q4 2020 and held it in 4 quarters. The position peaked at $332K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

WD Rutherford reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
WD Rutherford sold 1,005 Kansas City Southern shares in Q4 2021, an estimated $272K.
WD Rutherford first reported a position in Kansas City Southern in Q4 2020 and held it in 4 quarters.
WD Rutherford's Kansas City Southern position peaked at $332K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on WD Rutherford's 13F filing for Q4 2021, filed 28 Jan 2022.