Howard Hughes Medical Institute’s Kansas City Southern KSU Stock Holding History

Howard Hughes Medical Institute’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
2016 Q3	–	Sell	-427	Closed	-$38K	–	179
2016 Q2	$38K	Sell	427 -98	-19%	-$8.92K	0.01%	151
2016 Q1	$45K	Sell	525 -3,600	-87%	-$281K	0.01%	145
2015 Q4	$308K	Sell	4,125 -2,511	-38%	-$215K	0.05%	117
2015 Q3	$603K	Sell	6,636 -3,415	-34%	-$322K	0.11%	85
2015 Q2	$917K	Buy	10,051 +4,772	+90%	+$471K	0.19%	79
2015 Q1	$539K	Buy	5,279 +978	+23%	+$111K	0.07%	95
2014 Q4	$525K	Buy	4,301 +2,003	+87%	+$240K	0.14%	84
2014 Q3	$279K	Buy	2,298 +1,622	+240%	+$185K	0.06%	104
2014 Q2	$73K	Buy	+676	New	+$69.8K	0.01%	133

Other funds holding KSU

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 $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Howard Hughes Medical Institute's KSU Position: Q3 2016 in Review

Howard Hughes Medical Institute sold out of Kansas City Southern (KSU) in Q3 2016, closing a stake of 427 shares — an estimated $38K sold.

Howard Hughes Medical Institute first reported a position in KSU in Q2 2014 and held it in 9 quarters. The position peaked at $917K in Q2 2015. 509 funds tracked by Wall St. Rank hold KSU as of Q3 2016.

Howard Hughes Medical Institute reported no remaining Kansas City Southern position as of Q3 2016 after selling out during the quarter.
Howard Hughes Medical Institute sold 427 Kansas City Southern shares in Q3 2016, an estimated $38K.
Howard Hughes Medical Institute first reported a position in Kansas City Southern in Q2 2014 and held it in 9 quarters.
Howard Hughes Medical Institute's Kansas City Southern position peaked at $917K in Q2 2015.
509 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2016.

Based on Howard Hughes Medical Institute's 13F filing for Q3 2016, filed 10 Nov 2016.