Columbia Wanger Asset Management’s Kirby Corp KEX Stock Holding History

Columbia Wanger Asset Management’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
2015 Q2	–	Sell	-771,900	Closed	-$57.9M	–	209
2015 Q1	$57.9M	Sell	771,900 -10,000	-1%	-$772K	0.32%	117
2014 Q4	$63.1M	Buy	781,900 +215,900	+38%	+$21.4M	0.31%	103
2014 Q3	$66.7M	Sell	566,000 -238,000	-30%	-$28.3M	0.31%	114
2014 Q2	$94.2M	Sell	804,000 -108,000	-12%	-$11.6M	0.38%	85
2014 Q1	$92.3M	Sell	912,000 -44,000	-5%	-$4.43M	0.36%	91
2013 Q4	$94.9M	Sell	956,000 -41,000	-4%	-$3.76M	0.36%	95
2013 Q3	$86.3M	Buy	997,000 +244,000	+32%	+$20.5M	0.35%	102
2013 Q2	$59.9M	Buy	+753,000	New	+$58M	0.26%	140

Other funds holding KEX

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return