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Ada Investment Management’s Kirby Corp KEX Stock Holding History

Ada Investment Management’s Portfolio KEX Stock Details KEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$206K Hold
3,914
– – 0.14% 325
2015
Q3 		$275K Buy
+3,914
New +$277K 0.14% 294

Other funds holding KEX

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ada Investment Management's KEX Position: Q4 2015 in Review

Ada Investment Management held its Kirby Corp (KEX) position steady in Q4 2015 at 3,914 shares worth $206K. The position accounts for 0.14% of the portfolio, ranked #325.

Ada Investment Management first reported a position in KEX in Q3 2015 and has held it in 2 quarters since. The position peaked at $275K in Q3 2015. 273 funds tracked by Wall St. Rank hold KEX as of Q4 2015.

  • Ada Investment Management held 3,914 shares of Kirby Corp worth $206K as of Q4 2015.
  • Ada Investment Management left its Kirby Corp share count unchanged in Q4 2015.
  • Kirby Corp made up 0.14% of Ada Investment Management's portfolio in Q4 2015, its #325 holding.
  • Ada Investment Management first reported a position in Kirby Corp in Q3 2015 and has held it in 2 quarters since.
  • Ada Investment Management's Kirby Corp position peaked at $275K in Q3 2015.
  • 273 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.