Lupo Securities’s Kansas City Southern KSU Stock Holding History

Lupo Securities’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
2015 Q2	–	Sell	-2,744	Closed	-$280K	–	436
2015 Q1	$280K	Buy	+2,744	New	+$311K	0.44%	51

Other funds holding KSU

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

WRF

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lupo Securities's KSU Position: Q2 2015 in Review

Lupo Securities sold out of Kansas City Southern (KSU) in Q2 2015, closing a stake of 2,744 shares — an estimated $280K sold.

Lupo Securities first reported a position in KSU in Q1 2015 and held it in 1 quarter. The position peaked at $280K in Q1 2015. 478 funds tracked by Wall St. Rank hold KSU as of Q2 2015.

Lupo Securities reported no remaining Kansas City Southern position as of Q2 2015 after selling out during the quarter.
Lupo Securities sold 2,744 Kansas City Southern shares in Q2 2015, an estimated $280K.
Lupo Securities first reported a position in Kansas City Southern in Q1 2015 and held it in 1 quarter.
Lupo Securities's Kansas City Southern position peaked at $280K in Q1 2015.
478 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2015.

Based on Lupo Securities's 13F filing for Q2 2015, filed 14 Aug 2015.