WCM
KSU

Wealthcare Capital Management’s Kansas City Southern KSU Stock Holding History

Wealthcare Capital Management’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
-14
Closed -$2K – 694
2019
Q4 		$2K Buy
+14
New +$2.06K ﹤0.01% 611

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 $315B AUM 27.84% 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 Capital Management's KSU Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Kansas City Southern (KSU) in Q1 2020, closing a stake of 14 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in KSU in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 640 funds tracked by Wall St. Rank hold KSU as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Kansas City Southern position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 14 Kansas City Southern shares in Q1 2020, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Kansas City Southern in Q4 2019 and held it in 1 quarter.
  • Wealthcare Capital Management's Kansas City Southern position peaked at $2K in Q4 2019.
  • 640 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2020.

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