WAM
KSU

Wealthspire Advisors (Maryland)’s Kansas City Southern KSU Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$299K Buy
+1,652
New +$286K 0.01% 346
2019
Q2 		– Sell
-247
Closed -$29K – 2318
2019
Q1 		$29K Sell
247
-4
-2% -$432 ﹤0.01% 1131
2018
Q4 		$24K Buy
251
+42
+20% +$4.26K ﹤0.01% 1132
2018
Q3 		$24K Buy
209
+14
+7% +$1.59K ﹤0.01% 1240
2018
Q2 		$21K Sell
195
-9
-4% -$979 ﹤0.01% 1305
2018
Q1 		$22K Sell
204
-1
-0.5% -$108 ﹤0.01% 1270
2017
Q4 		$22K Sell
205
-29
-12% -$3.09K ﹤0.01% 1303
2017
Q3 		$25K Sell
234
-4
-2% -$419 ﹤0.01% 1225
2017
Q2 		$25K Buy
238
+183
+333% +$17.2K ﹤0.01% 1189
2017
Q1 		$5K Buy
55
+14
+34% +$1.2K ﹤0.01% 1541
2016
Q4 		$3K Sell
41
-330
-89% -$29.1K ﹤0.01% 1511
2016
Q3 		$35K Buy
371
+336
+960% +$31.8K 0.01% 886
2016
Q2 		$3K Buy
35
+5
+17% +$455 ﹤0.01% 1465
2016
Q1 		$3K Buy
+30
New +$2.34K ﹤0.01% 1481

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KSU Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Kansas City Southern (KSU) in Q3 2020: 1,652 shares worth $299K. The stake represents 0.01% of the portfolio and ranks #346 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in KSU as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in KSU in Q1 2016 and has held it in 14 quarters since. 715 funds tracked by Wall St. Rank hold KSU as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 1,652 shares of Kansas City Southern worth $299K as of Q3 2020.
  • Kansas City Southern was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Kansas City Southern made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #346 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Kansas City Southern in Q1 2016 and has held it in 14 quarters since.
  • 715 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.