Wealth Enhancement Advisory Services
KSU

Wealth Enhancement Advisory Services’s Kansas City Southern KSU Stock Holding History

Wealth Enhancement Advisory Services’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
2020
Q2 		– Sell
-6,944
Closed -$926K – 268
2020
Q1 		$926K Buy
+6,944
New +$1.06M 0.03% 169

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Enhancement Advisory Services's KSU Position: Q2 2020 in Review

Wealth Enhancement Advisory Services sold out of Kansas City Southern (KSU) in Q2 2020, closing a stake of 6,944 shares — an estimated $926K sold.

Wealth Enhancement Advisory Services first reported a position in KSU in Q1 2020 and held it in 1 quarter. The position peaked at $926K in Q1 2020. 686 funds tracked by Wall St. Rank hold KSU as of Q2 2020.

  • Wealth Enhancement Advisory Services reported no remaining Kansas City Southern position as of Q2 2020 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 6,944 Kansas City Southern shares in Q2 2020, an estimated $926K.
  • Wealth Enhancement Advisory Services first reported a position in Kansas City Southern in Q1 2020 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Kansas City Southern position peaked at $926K in Q1 2020.
  • 686 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2020.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2020, filed 10 Aug 2020.