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Checchi Capital Advisers’s Kirby Corp KEX Stock Holding History

Checchi Capital Advisers’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
Q3 		– Sell
-838
Closed -$52K – 821
2016
Q2 		$52K Buy
838
+483
+136% +$31.6K 0.01% 821
2016
Q1 		$21K Buy
+355
New +$19.4K ﹤0.01% 1111

Other funds holding KEX

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 $97.9B AUM 20.73% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Checchi Capital Advisers's KEX Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Kirby Corp (KEX) in Q3 2016, closing a stake of 838 shares — an estimated $52K sold.

Checchi Capital Advisers first reported a position in KEX in Q1 2016 and held it in 2 quarters. The position peaked at $52K in Q2 2016. 267 funds tracked by Wall St. Rank hold KEX as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Kirby Corp position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 838 Kirby Corp shares in Q3 2016, an estimated $52K.
  • Checchi Capital Advisers first reported a position in Kirby Corp in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Kirby Corp position peaked at $52K in Q2 2016.
  • 267 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.