ZCA
KSU

Zeke Capital Advisors’s Kansas City Southern KSU Stock Holding History

Zeke Capital 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
2020
Q1 		– Sell
-1,629
Closed -$249K – 536
2019
Q4 		$249K Sell
1,629
-189
-10% -$27.7K 0.02% 488
2019
Q3 		$242K Sell
1,818
-1,299
-42% -$162K 0.02% 486
2019
Q2 		$380K Hold
3,117
– – 0.04% 423
2019
Q1 		$362K Sell
3,117
-63
-2% -$6.8K 0.03% 433
2018
Q4 		$304K Sell
3,180
-611
-16% -$62K 0.03% 432
2018
Q3 		$429K Hold
3,791
– – 0.04% 434
2018
Q2 		$402K Hold
3,791
– – 0.04% 345
2018
Q1 		$416K Hold
3,791
– – 0.04% 376
2017
Q4 		$399K Sell
3,791
-984
-21% -$105K 0.04% 329
2017
Q3 		$519K Buy
+4,775
New +$501K 0.07% 216

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
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

Zeke Capital Advisors's KSU Position: Q1 2020 in Review

Zeke Capital Advisors sold out of Kansas City Southern (KSU) in Q1 2020, closing a stake of 1,629 shares — an estimated $249K sold.

Zeke Capital Advisors first reported a position in KSU in Q3 2017 and held it in 10 quarters. The position peaked at $519K in Q3 2017. 640 funds tracked by Wall St. Rank hold KSU as of Q1 2020.

  • Zeke Capital Advisors reported no remaining Kansas City Southern position as of Q1 2020 after selling out during the quarter.
  • Zeke Capital Advisors sold 1,629 Kansas City Southern shares in Q1 2020, an estimated $249K.
  • Zeke Capital Advisors first reported a position in Kansas City Southern in Q3 2017 and held it in 10 quarters.
  • Zeke Capital Advisors's Kansas City Southern position peaked at $519K in Q3 2017.
  • 640 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2020.

Based on Zeke Capital Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.