Stralem & Co’s Kansas City Southern KSU Stock Holding History

Stralem & Co’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 Q1	–	Sell	-3,000	Closed	-$366K	–	56
2014 Q4	$366K	Hold	3,000	–	–	0.02%	49
2014 Q3	$364K	Sell	3,000 -200	-6%	-$22.8K	0.01%	49
2014 Q2	$344K	Hold	3,200	–	–	0.01%	48
2014 Q1	$327K	Buy	+3,200	New	+$330K	0.01%	50

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

WRF

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

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

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

Stralem & Co's KSU Position: Q1 2015 in Review

Stralem & Co sold out of Kansas City Southern (KSU) in Q1 2015, closing a stake of 3,000 shares — an estimated $366K sold.

Stralem & Co first reported a position in KSU in Q1 2014 and held it in 4 quarters. The position peaked at $366K in Q4 2014. 474 funds tracked by Wall St. Rank hold KSU as of Q1 2015.

Stralem & Co reported no remaining Kansas City Southern position as of Q1 2015 after selling out during the quarter.
Stralem & Co sold 3,000 Kansas City Southern shares in Q1 2015, an estimated $366K.
Stralem & Co first reported a position in Kansas City Southern in Q1 2014 and held it in 4 quarters.
Stralem & Co's Kansas City Southern position peaked at $366K in Q4 2014.
474 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2015.

Based on Stralem & Co's 13F filing for Q1 2015, filed 16 Apr 2015.