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Cascade Investment Advisors’s Kirby Corp KEX Stock Holding History

Cascade Investment 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
2019
Q4 		– Sell
-100
Closed -$8.22K – 270
2019
Q3 		$8.22K Buy
+100
New +$7.66K 0.01% 236
2018
Q2 		– Sell
-100
Closed -$7.7K – 209
2018
Q1 		$7.7K Buy
+100
New +$7.48K 0.01% 189

Other funds holding KEX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cascade Investment Advisors's KEX Position: Q4 2019 in Review

Cascade Investment Advisors sold out of Kirby Corp (KEX) in Q4 2019, closing a stake of 100 shares — an estimated $8.22K sold.

Cascade Investment Advisors first reported a position in KEX in Q1 2018 and held it in 2 quarters. The position peaked at $8.22K in Q3 2019. 276 funds tracked by Wall St. Rank hold KEX as of Q4 2019.

  • Cascade Investment Advisors reported no remaining Kirby Corp position as of Q4 2019 after selling out during the quarter.
  • Cascade Investment Advisors sold 100 Kirby Corp shares in Q4 2019, an estimated $8.22K.
  • Cascade Investment Advisors first reported a position in Kirby Corp in Q1 2018 and held it in 2 quarters.
  • Cascade Investment Advisors's Kirby Corp position peaked at $8.22K in Q3 2019.
  • 276 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2019.

Based on Cascade Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.