WA
KSU

WFG Advisors’s Kansas City Southern KSU Stock Holding History

WFG Advisors’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
2017
Q2 		– Sell
-1,302
Closed -$112K – 1706
2017
Q1 		$112K Buy
1,302
+302
+30% +$25.9K 0.03% 458
2016
Q4 		$85K Buy
1,000
+600
+150% +$52.9K 0.02% 575
2016
Q3 		$37K Hold
400
– – 0.01% 781
2016
Q2 		$36K Hold
400
– – 0.01% 779
2016
Q1 		$34K Hold
400
– – 0.01% 768
2015
Q4 		$30K Buy
400
+200
+100% +$17.1K 0.01% 802
2015
Q3 		$18K Buy
+200
New +$18.9K 0.01% 938
2014
Q3 		– Sell
-80
Closed -$9K – 2189
2014
Q2 		$9K Hold
80
– – ﹤0.01% 1531
2014
Q1 		$8K Sell
80
-130
-62% -$13.4K ﹤0.01% 1530
2013
Q4 		$26K Hold
210
– – ﹤0.01% 1247
2013
Q3 		$23K Hold
210
– – ﹤0.01% 1227
2013
Q2 		$22K Buy
+210
New +$22.8K ﹤0.01% 1185

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

WFG Advisors's KSU Position: Q2 2017 in Review

WFG Advisors sold out of Kansas City Southern (KSU) in Q2 2017, closing a stake of 1,302 shares — an estimated $112K sold.

WFG Advisors first reported a position in KSU in Q2 2013 and held it in 12 quarters. The position peaked at $112K in Q1 2017. 508 funds tracked by Wall St. Rank hold KSU as of Q2 2017.

  • WFG Advisors reported no remaining Kansas City Southern position as of Q2 2017 after selling out during the quarter.
  • WFG Advisors sold 1,302 Kansas City Southern shares in Q2 2017, an estimated $112K.
  • WFG Advisors first reported a position in Kansas City Southern in Q2 2013 and held it in 12 quarters.
  • WFG Advisors's Kansas City Southern position peaked at $112K in Q1 2017.
  • 508 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.