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Boston Advisors’s Kirby Corp KEX Stock Holding History

Boston 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
Q4 		– Sell
-40,320
Closed -$4.75M – 595
2014
Q3 		$4.75M Sell
40,320
-125
-0.3% -$14.9K 0.2% 134
2014
Q2 		$4.74M Buy
40,445
+9,370
+30% +$1.01M 0.2% 139
2014
Q1 		$3.15M Buy
31,075
+13,325
+75% +$1.34M 0.14% 171
2013
Q4 		$1.76M Buy
+17,750
New +$1.63M 0.08% 208

Other funds holding KEX

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Boston Advisors's KEX Position: Q4 2014 in Review

Boston Advisors sold out of Kirby Corp (KEX) in Q4 2014, closing a stake of 40,320 shares — an estimated $4.75M sold.

Boston Advisors first reported a position in KEX in Q4 2013 and held it in 4 quarters. The position peaked at $4.75M in Q3 2014. 324 funds tracked by Wall St. Rank hold KEX as of Q4 2014.

  • Boston Advisors reported no remaining Kirby Corp position as of Q4 2014 after selling out during the quarter.
  • Boston Advisors sold 40,320 Kirby Corp shares in Q4 2014, an estimated $4.75M.
  • Boston Advisors first reported a position in Kirby Corp in Q4 2013 and held it in 4 quarters.
  • Boston Advisors's Kirby Corp position peaked at $4.75M in Q3 2014.
  • 324 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2014.

Based on Boston Advisors's 13F filing for Q4 2014, filed 4 Feb 2015.