WEC
KSU

Winslow Evans & Crocker’s Kansas City Southern KSU Stock Holding History

Winslow Evans & Crocker’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
Q2 		– Sell
-3,050
Closed -$388K – 1187
2020
Q1 		$388K Buy
3,050
+574
+23% +$87.6K 0.13% 159
2019
Q4 		$380K Buy
+2,476
New +$363K 0.1% 206
2019
Q2 		– Sell
-30
Closed -$4K – 1389
2019
Q1 		$4K Buy
+30
New +$3.24K ﹤0.01% 1074
2017
Q3 		– Sell
-2,435
Closed -$209K – 1276
2017
Q2 		$209K Buy
+2,435
New +$228K 0.06% 308
2016
Q4 		– Sell
-2,436
Closed -$227K – 1331
2016
Q3 		$227K Hold
2,436
– – 0.07% 284
2016
Q2 		$219K Buy
2,436
+1
+0% +$91 0.07% 263
2016
Q1 		$208K Sell
2,435
-1
-0% -$78 0.06% 266
2015
Q4 		$182K Hold
2,436
– – 0.05% 309
2015
Q3 		$221K Hold
2,436
– – 0.07% 259
2015
Q2 		$222K Sell
2,436
-32
-1% -$3.16K 0.06% 290
2015
Q1 		$252K Buy
2,468
+2,436
+7,613% +$276K 0.07% 269
2014
Q4 		$3.91K Sell
32
-40
-56% -$4.78K ﹤0.01% 1088
2014
Q3 		$8.61K Sell
72
-31
-30% -$3.54K ﹤0.01% 924
2014
Q2 		$11.1K Buy
103
+32
+45% +$3.31K ﹤0.01% 827
2014
Q1 		$7.25K Hold
71
– – ﹤0.01% 932
2013
Q4 		$9K Buy
+71
New +$8.5K ﹤0.01% 959

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

Winslow Evans & Crocker's KSU Position: Q2 2020 in Review

Winslow Evans & Crocker sold out of Kansas City Southern (KSU) in Q2 2020, closing a stake of 3,050 shares — an estimated $388K sold.

Winslow Evans & Crocker first reported a position in KSU in Q4 2013 and held it in 16 quarters. The position peaked at $388K in Q1 2020. 686 funds tracked by Wall St. Rank hold KSU as of Q2 2020.

  • Winslow Evans & Crocker reported no remaining Kansas City Southern position as of Q2 2020 after selling out during the quarter.
  • Winslow Evans & Crocker sold 3,050 Kansas City Southern shares in Q2 2020, an estimated $388K.
  • Winslow Evans & Crocker first reported a position in Kansas City Southern in Q4 2013 and held it in 16 quarters.
  • Winslow Evans & Crocker's Kansas City Southern position peaked at $388K in Q1 2020.
  • 686 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2020.

Based on Winslow Evans & Crocker's 13F filing for Q2 2020, filed 23 Jul 2020.