MAA
KSU

Managed Account Advisors’s Kansas City Southern KSU Stock Holding History

Managed Account 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
2015
Q2 		$24.4M Sell
267,388
-50,061
-16% -$4.94M 0.02% 637
2015
Q1 		$32.4M Sell
317,449
-74,967
-19% -$8.49M 0.03% 533
2014
Q4 		$47.9M Sell
392,416
-32,419
-8% -$3.88M 0.05% 409
2014
Q3 		$51.5M Buy
424,835
+89,367
+27% +$10.2M 0.06% 373
2014
Q2 		$36.1M Buy
335,468
+73,098
+28% +$7.55M 0.04% 439
2014
Q1 		$26.8M Sell
262,370
-55,688
-18% -$5.74M 0.03% 537
2013
Q4 		$39.4M Buy
318,058
+72,679
+30% +$8.7M 0.05% 393
2013
Q3 		$26.8M Sell
245,379
-17,217
-7% -$1.89M 0.04% 489
2013
Q2 		$27.8M Buy
+262,596
New +$28.6M 0.04% 450

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return