Calvert Investment Management’s Kansas City Southern KSU Stock Holding History

Calvert Investment Management’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 Q1	–	Sell	-8,549	Closed	-$725K	–	681
2016 Q4	$725K	Sell	8,549 -510	-6%	-$45K	0.03%	458
2016 Q3	$845K	Buy	9,059 +309	+4%	+$29.3K	0.03%	412
2016 Q2	$788K	Buy	8,750 +142	+2%	+$12.9K	0.03%	400
2016 Q1	$736K	Buy	8,608 +700	+9%	+$54.6K	0.03%	388
2015 Q4	$590K	Buy	7,908 +2,392	+43%	+$204K	0.03%	416
2015 Q3	$501K	Buy	5,516 +281	+5%	+$26.5K	0.03%	355
2015 Q2	$477K	Buy	5,235 +3	+0.1%	+$296	0.02%	375
2015 Q1	$534K	Buy	5,232 +858	+20%	+$97.2K	0.03%	336
2014 Q4	$534K	Buy	4,374 +333	+8%	+$39.8K	0.04%	325
2014 Q3	$490K	Buy	+4,041	New	+$461K	0.04%	329

Other funds holding KSU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Calvert Investment Management's KSU Position: Q1 2017 in Review

Calvert Investment Management sold out of Kansas City Southern (KSU) in Q1 2017, closing a stake of 8,549 shares — an estimated $725K sold.

Calvert Investment Management first reported a position in KSU in Q3 2014 and held it in 10 quarters. The position peaked at $845K in Q3 2016. 513 funds tracked by Wall St. Rank hold KSU as of Q1 2017.

Calvert Investment Management reported no remaining Kansas City Southern position as of Q1 2017 after selling out during the quarter.
Calvert Investment Management sold 8,549 Kansas City Southern shares in Q1 2017, an estimated $725K.
Calvert Investment Management first reported a position in Kansas City Southern in Q3 2014 and held it in 10 quarters.
Calvert Investment Management's Kansas City Southern position peaked at $845K in Q3 2016.
513 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.