Apriem Advisors’s Kirby Corp KEX Stock Holding History

Apriem 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
2017 Q1	–	Sell	-41	Closed	-$3K	–	697
2016 Q4	$3K	Hold	41	–	–	﹤0.01%	581
2016 Q3	$3K	Buy	+41	New	+$2.35K	﹤0.01%	508

Other funds holding KEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

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

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Apriem Advisors's KEX Position: Q1 2017 in Review

Apriem Advisors sold out of Kirby Corp (KEX) in Q1 2017, closing a stake of 41 shares — an estimated $3K sold.

Apriem Advisors first reported a position in KEX in Q3 2016 and held it in 2 quarters. The position peaked at $3K in Q4 2016. 251 funds tracked by Wall St. Rank hold KEX as of Q1 2017.

Apriem Advisors reported no remaining Kirby Corp position as of Q1 2017 after selling out during the quarter.
Apriem Advisors sold 41 Kirby Corp shares in Q1 2017, an estimated $3K.
Apriem Advisors first reported a position in Kirby Corp in Q3 2016 and held it in 2 quarters.
Apriem Advisors's Kirby Corp position peaked at $3K in Q4 2016.
251 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2017.

Based on Apriem Advisors's 13F filing for Q1 2017, filed 15 May 2017.