W
KSU

Wealthfront’s Kansas City Southern KSU Stock Holding History

Wealthfront’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
Q3 		$253K Sell
2,232
-17
-0.8% -$1.94K ﹤0.01% 473
2018
Q2 		$238K Sell
2,249
-331
-13% -$36K ﹤0.01% 470
2018
Q1 		$283K Buy
2,580
+344
+15% +$37.3K ﹤0.01% 448
2017
Q4 		$235K Sell
2,236
-426
-16% -$45.4K ﹤0.01% 466
2017
Q3 		$289K Buy
2,662
+345
+15% +$36.2K ﹤0.01% 431
2017
Q2 		$242K Buy
+2,317
New +$217K ﹤0.01% 417
2015
Q4 		– Sell
-916
Closed -$83K – 1173
2015
Q3 		$83K Buy
916
+545
+147% +$51.4K ﹤0.01% 440
2015
Q2 		$34K Sell
371
-180
-33% -$17.8K ﹤0.01% 542
2015
Q1 		$56K Sell
551
-901
-62% -$102K ﹤0.01% 475
2014
Q4 		$177K Buy
1,452
+515
+55% +$61.6K 0.01% 245
2014
Q3 		$114K Buy
937
+281
+43% +$32K 0.01% 266
2014
Q2 		$72K Buy
656
+359
+121% +$37.1K 0.01% 292
2014
Q1 		$31K Buy
+297
New +$30.6K ﹤0.01% 363

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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 $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthfront's KSU Position: Q3 2018 in Review

Wealthfront reduced its Kansas City Southern (KSU) stake by 0.76% in Q3 2018, selling an estimated $1.94K and leaving 2,232 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Wealthfront first reported a position in KSU in Q1 2014 and has held it in 13 quarters since. The position peaked at $289K in Q3 2017. 614 funds tracked by Wall St. Rank hold KSU as of Q3 2018.

  • Wealthfront held 2,232 shares of Kansas City Southern worth $253K as of Q3 2018.
  • Wealthfront sold 17 Kansas City Southern shares in Q3 2018, an estimated $1.94K.
  • Kansas City Southern made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #473 holding.
  • Wealthfront first reported a position in Kansas City Southern in Q1 2014 and has held it in 13 quarters since.
  • Wealthfront's Kansas City Southern position peaked at $289K in Q3 2017.
  • 614 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.