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Bellwether Investment Group’s Kirby Corp KEX Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-118
Closed -$8K – 342
2017
Q1 		$8K Sell
118
-109
-48% -$7.44K 0.02% 541
2016
Q4 		$15K Buy
+227
New +$14.4K 0.01% 534

Other funds holding KEX

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Bellwether Investment Group's KEX Position: Q2 2017 in Review

Bellwether Investment Group sold out of Kirby Corp (KEX) in Q2 2017, closing a stake of 118 shares — an estimated $8K sold.

Bellwether Investment Group first reported a position in KEX in Q4 2016 and held it in 2 quarters. The position peaked at $15K in Q4 2016. 249 funds tracked by Wall St. Rank hold KEX as of Q2 2017.

  • Bellwether Investment Group reported no remaining Kirby Corp position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 118 Kirby Corp shares in Q2 2017, an estimated $8K.
  • Bellwether Investment Group first reported a position in Kirby Corp in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Kirby Corp position peaked at $15K in Q4 2016.
  • 249 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.