AHL Partners’s Kirby Corp KEX Stock Holding History

AHL Partners’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
2017 Q4	$426K	Sell	6,377 -33,093	-84%	-$2.17M	0.01%	1107
2017 Q3	$2.6M	Buy	+39,470	New	+$2.5M	0.05%	592
2017 Q2	–	Sell	-4,916	Closed	-$346K	–	1174
2017 Q1	$346K	Sell	4,916 -12,488	-72%	-$852K	0.01%	1060
2016 Q4	$1.16M	Buy	+17,404	New	+$1.1M	0.04%	633
2016 Q2	–	Sell	-4,087	Closed	-$246K	–	857
2016 Q1	$246K	Buy	+4,087	New	+$223K	0.02%	704
2015 Q2	–	Sell	-33,032	Closed	-$2.48M	–	850
2015 Q1	$2.48M	Sell	33,032 -14,602	-31%	-$1.13M	0.1%	467
2014 Q4	$3.85M	Buy	47,634 +14,191	+42%	+$1.41M	0.2%	168
2014 Q3	$3.94M	Buy	+33,443	New	+$3.98M	0.31%	99

Other funds holding KEX

BlackRock New York $6.73T AUM 46.02% 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

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 Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

AHL Partners's KEX Position: Q4 2017 in Review

AHL Partners reduced its Kirby Corp (KEX) stake by 84% in Q4 2017, selling an estimated $2.17M and leaving 6,377 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #1107.

AHL Partners first reported a position in KEX in Q3 2014 and has held it in 8 quarters since. The position peaked at $3.94M in Q3 2014. 248 funds tracked by Wall St. Rank hold KEX as of Q4 2017.

AHL Partners held 6,377 shares of Kirby Corp worth $426K as of Q4 2017.
AHL Partners sold 33,093 Kirby Corp shares in Q4 2017, an estimated $2.17M.
Kirby Corp made up 0.01% of AHL Partners's portfolio in Q4 2017, its #1107 holding.
AHL Partners first reported a position in Kirby Corp in Q3 2014 and has held it in 8 quarters since.
AHL Partners's Kirby Corp position peaked at $3.94M in Q3 2014.
248 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.