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Archford Capital Strategies’s Kirby Corp KEX Stock Holding History

Archford Capital Strategies’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
2016
Q1 		– Sell
-62
Closed -$4K – 396
2015
Q4 		$4K Hold
62
– – ﹤0.01% 600
2015
Q3 		$4K Buy
62
+31
+100% +$2.19K ﹤0.01% 466
2015
Q2 		$2K Sell
31
-8
-21% -$634 ﹤0.01% 495
2015
Q1 		$2.93K Buy
39
+7
+22% +$540 ﹤0.01% 452
2014
Q4 		$3K Hold
32
– – ﹤0.01% 446
2014
Q3 		$4K Sell
32
-6
-16% -$714 ﹤0.01% 413
2014
Q2 		$4.45K Buy
+38
New +$4.08K ﹤0.01% 531

Other funds holding KEX

Vanguard Group
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
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Archford Capital Strategies's KEX Position: Q1 2016 in Review

Archford Capital Strategies sold out of Kirby Corp (KEX) in Q1 2016, closing a stake of 62 shares — an estimated $4K sold.

Archford Capital Strategies first reported a position in KEX in Q2 2014 and held it in 7 quarters. The position peaked at $4.45K in Q2 2014. 262 funds tracked by Wall St. Rank hold KEX as of Q1 2016.

  • Archford Capital Strategies reported no remaining Kirby Corp position as of Q1 2016 after selling out during the quarter.
  • Archford Capital Strategies sold 62 Kirby Corp shares in Q1 2016, an estimated $4K.
  • Archford Capital Strategies first reported a position in Kirby Corp in Q2 2014 and held it in 7 quarters.
  • Archford Capital Strategies's Kirby Corp position peaked at $4.45K in Q2 2014.
  • 262 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2016.

Based on Archford Capital Strategies's 13F filing for Q1 2016, filed 10 May 2016.