WAP
KSU

Wealthcare Advisory Partners’s Kansas City Southern KSU Stock Holding History

Wealthcare Advisory Partners’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
Q1 		– Sell
-60
Closed -$9K – 1618
2019
Q4 		$9K Hold
60
– – ﹤0.01% 990
2019
Q3 		$8K Sell
60
-317
-84% -$39.5K ﹤0.01% 988
2019
Q2 		$46K Buy
377
+17
+5% +$2.04K 0.01% 529
2019
Q1 		$42K Sell
360
-30
-8% -$3.24K 0.01% 510
2018
Q4 		$37K Hold
390
– – 0.01% 496
2018
Q3 		$44K Sell
390
-50
-11% -$5.7K 0.01% 501
2018
Q2 		$47K Buy
+440
New +$47.9K 0.01% 478
2018
Q1 		– Sell
-12
Closed -$1K – 1289
2017
Q4 		$1K Sell
12
-194
-94% -$20.7K ﹤0.01% 1047
2017
Q3 		$22K Buy
+206
New +$21.6K 0.01% 420

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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wealthcare Advisory Partners's KSU Position: Q1 2020 in Review

Wealthcare Advisory Partners sold out of Kansas City Southern (KSU) in Q1 2020, closing a stake of 60 shares — an estimated $9K sold.

Wealthcare Advisory Partners first reported a position in KSU in Q3 2017 and held it in 9 quarters. The position peaked at $47K in Q2 2018. 640 funds tracked by Wall St. Rank hold KSU as of Q1 2020.

  • Wealthcare Advisory Partners reported no remaining Kansas City Southern position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 60 Kansas City Southern shares in Q1 2020, an estimated $9K.
  • Wealthcare Advisory Partners first reported a position in Kansas City Southern in Q3 2017 and held it in 9 quarters.
  • Wealthcare Advisory Partners's Kansas City Southern position peaked at $47K in Q2 2018.
  • 640 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2020, filed 29 Apr 2020.