Princeton Alpha Management’s Kansas City Southern KSU Stock Holding History

Princeton Alpha 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 Q2	–	Sell	-6,172	Closed	-$529K	–	433
2017 Q1	$529K	Sell	6,172 -2,769	-31%	-$237K	0.18%	182
2016 Q4	$759K	Buy	8,941 +594	+7%	+$52.4K	0.16%	213
2016 Q3	$779K	Buy	+8,347	New	+$790K	0.15%	230
2016 Q1	–	Sell	-14,521	Closed	-$1.08M	–	997
2015 Q4	$1.08M	Buy	+14,521	New	+$1.24M	0.19%	165
2015 Q2	–	Sell	-8,468	Closed	-$864K	–	942
2015 Q1	$864K	Buy	+8,468	New	+$960K	0.19%	157
2014 Q3	–	Sell	-10,820	Closed	-$1.16M	–	872
2014 Q2	$1.16M	Buy	+10,820	New	+$1.12M	0.24%	122

Other funds holding KSU

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Princeton Alpha Management's KSU Position: Q2 2017 in Review

Princeton Alpha Management sold out of Kansas City Southern (KSU) in Q2 2017, closing a stake of 6,172 shares — an estimated $529K sold.

Princeton Alpha Management first reported a position in KSU in Q2 2014 and held it in 6 quarters. The position peaked at $1.16M in Q2 2014. 508 funds tracked by Wall St. Rank hold KSU as of Q2 2017.

Princeton Alpha Management reported no remaining Kansas City Southern position as of Q2 2017 after selling out during the quarter.
Princeton Alpha Management sold 6,172 Kansas City Southern shares in Q2 2017, an estimated $529K.
Princeton Alpha Management first reported a position in Kansas City Southern in Q2 2014 and held it in 6 quarters.
Princeton Alpha Management's Kansas City Southern position peaked at $1.16M in Q2 2014.
508 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2017.

Based on Princeton Alpha Management's 13F filing for Q2 2017.