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AGF Investments LLC’s Kirby Corp KEX Stock Holding History

AGF Investments LLC’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
2018
Q1 		– Sell
-214
Closed -$14K – 743
2017
Q4 		$14K Buy
214
+74
+53% +$4.85K ﹤0.01% 522
2017
Q3 		$9K Hold
140
– – ﹤0.01% 621
2017
Q2 		$9K Sell
140
-73
-34% -$4.97K ﹤0.01% 602
2017
Q1 		$15K Sell
213
-119
-36% -$8.12K ﹤0.01% 420
2016
Q4 		$22K Buy
+332
New +$21K 0.01% 370

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Vanguard Group
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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AGF Investments LLC's KEX Position: Q1 2018 in Review

AGF Investments LLC sold out of Kirby Corp (KEX) in Q1 2018, closing a stake of 214 shares — an estimated $14K sold.

AGF Investments LLC first reported a position in KEX in Q4 2016 and held it in 5 quarters. The position peaked at $22K in Q4 2016. 259 funds tracked by Wall St. Rank hold KEX as of Q1 2018.

  • AGF Investments LLC reported no remaining Kirby Corp position as of Q1 2018 after selling out during the quarter.
  • AGF Investments LLC sold 214 Kirby Corp shares in Q1 2018, an estimated $14K.
  • AGF Investments LLC first reported a position in Kirby Corp in Q4 2016 and held it in 5 quarters.
  • AGF Investments LLC's Kirby Corp position peaked at $22K in Q4 2016.
  • 259 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2018.

Based on AGF Investments LLC's 13F filing for Q1 2018, filed 4 May 2018.