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Avantax Planning Partners’s Kirby Corp KEX Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-400
Closed -$33K – 772
2018
Q3 		$33K Buy
+400
New +$33.5K ﹤0.01% 580
2018
Q2 		– Sell
-401
Closed -$31K – 880
2018
Q1 		$31K Buy
+401
New +$30K ﹤0.01% 638

Other funds holding KEX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Avantax Planning Partners's KEX Position: Q4 2018 in Review

Avantax Planning Partners sold out of Kirby Corp (KEX) in Q4 2018, closing a stake of 400 shares — an estimated $33K sold.

Avantax Planning Partners first reported a position in KEX in Q1 2018 and held it in 2 quarters. The position peaked at $33K in Q3 2018. 250 funds tracked by Wall St. Rank hold KEX as of Q4 2018.

  • Avantax Planning Partners reported no remaining Kirby Corp position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 400 Kirby Corp shares in Q4 2018, an estimated $33K.
  • Avantax Planning Partners first reported a position in Kirby Corp in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Kirby Corp position peaked at $33K in Q3 2018.
  • 250 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.