ALPS Advisors’s Kirby Corp KEX Stock Holding History

ALPS Advisors’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
2014 Q3	–	Sell	-5,644	Closed	-$661K	–	663
2014 Q2	$661K	Buy	5,644 +144	+3%	+$15.5K	0.01%	260
2014 Q1	$557K	Buy	+5,500	New	+$554K	0.01%	485

Other funds holding KEX

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

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

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

ALPS Advisors's KEX Position: Q3 2014 in Review

ALPS Advisors sold out of Kirby Corp (KEX) in Q3 2014, closing a stake of 5,644 shares — an estimated $661K sold.

ALPS Advisors first reported a position in KEX in Q1 2014 and held it in 2 quarters. The position peaked at $661K in Q2 2014. 328 funds tracked by Wall St. Rank hold KEX as of Q3 2014.

ALPS Advisors reported no remaining Kirby Corp position as of Q3 2014 after selling out during the quarter.
ALPS Advisors sold 5,644 Kirby Corp shares in Q3 2014, an estimated $661K.
ALPS Advisors first reported a position in Kirby Corp in Q1 2014 and held it in 2 quarters.
ALPS Advisors's Kirby Corp position peaked at $661K in Q2 2014.
328 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2014.

Based on ALPS Advisors's 13F filing for Q3 2014, filed 24 Nov 2014.