Stevens First Principles Investment Advisors’s Kansas City Southern KSU Stock Holding History

Stevens First Principles Investment 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
2019 Q2	$63K	Hold	520	–	–	0.04%	89
2019 Q1	$60K	Hold	520	–	–	0.04%	92
2018 Q4	$50K	Hold	520	–	–	0.03%	91
2018 Q3	$59K	Hold	520	–	–	0.03%	92
2018 Q2	$55K	Sell	520 -430	-45%	-$46.8K	0.03%	93
2018 Q1	$104K	Hold	950	–	–	0.06%	84
2017 Q4	$100K	Hold	950	–	–	0.05%	98
2017 Q3	$103K	Hold	950	–	–	0.06%	96
2017 Q2	$99K	Buy	+950	New	+$89.1K	0.06%	94

Other funds holding KSU

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stevens First Principles Investment Advisors's KSU Position: Q2 2019 in Review

Stevens First Principles Investment Advisors held its Kansas City Southern (KSU) position steady in Q2 2019 at 520 shares worth $63K. The position accounts for 0.04% of the portfolio, ranked #89.

Stevens First Principles Investment Advisors first reported a position in KSU in Q2 2017 and has held it in 9 quarters since. The position peaked at $104K in Q1 2018. 592 funds tracked by Wall St. Rank hold KSU as of Q2 2019.

Stevens First Principles Investment Advisors held 520 shares of Kansas City Southern worth $63K as of Q2 2019.
Stevens First Principles Investment Advisors left its Kansas City Southern share count unchanged in Q2 2019.
Kansas City Southern made up 0.04% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #89 holding.
Stevens First Principles Investment Advisors first reported a position in Kansas City Southern in Q2 2017 and has held it in 9 quarters since.
Stevens First Principles Investment Advisors's Kansas City Southern position peaked at $104K in Q1 2018.
592 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.