Advisor Group’s Kirby Corp KEX Stock Holding History

Advisor Group’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
2019 Q4	$135K	Buy	1,529 +507	+50%	+$42K	﹤0.01%	2708
2019 Q3	$83K	Buy	1,022 +89	+10%	+$6.82K	﹤0.01%	3030
2019 Q2	$73K	Buy	933 +107	+13%	+$8.59K	﹤0.01%	3095
2019 Q1	$63K	Sell	826 -99	-11%	-$7.21K	﹤0.01%	3224
2018 Q4	$63K	Buy	925 +78	+9%	+$5.77K	﹤0.01%	3024
2018 Q3	$70K	Buy	847 +116	+16%	+$9.73K	﹤0.01%	3022
2018 Q2	$62K	Buy	731 +605	+480%	+$52.5K	﹤0.01%	2921
2018 Q1	$10K	Hold	126	–	–	﹤0.01%	4077
2017 Q4	$9K	Buy	126 +116	+1,160%	+$7.6K	﹤0.01%	4140
2017 Q3	$1K	Sell	10 -107	-91%	-$6.78K	﹤0.01%	4682
2017 Q2	$8K	Hold	117	–	–	﹤0.01%	4041
2017 Q1	$8K	Sell	117 -21	-15%	-$1.43K	﹤0.01%	3904
2016 Q4	$9K	Sell	138 -40	-22%	-$2.53K	﹤0.01%	3665
2016 Q3	$11K	Buy	178 +177	+17,700%	+$10.2K	﹤0.01%	3512
2016 Q2	$0	Buy	+1	New	+$65	﹤0.01%	4443

Other funds holding KEX

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

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

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

Advisor Group's KEX Position: Q4 2019 in Review

Advisor Group increased its Kirby Corp (KEX) stake by 50% in Q4 2019, buying an estimated $42K and bringing the position to 1,529 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #2708.

Advisor Group first reported a position in KEX in Q2 2016 and has held it in 15 quarters since. 276 funds tracked by Wall St. Rank hold KEX as of Q4 2019.

Advisor Group held 1,529 shares of Kirby Corp worth $135K as of Q4 2019.
Advisor Group bought 507 Kirby Corp shares in Q4 2019, an estimated $42K.
Kirby Corp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2708 holding.
Advisor Group first reported a position in Kirby Corp in Q2 2016 and has held it in 15 quarters since.
276 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.