Cornerstone Advisors (Washington)’s Kirby Corp KEX Stock Holding History

Cornerstone Advisors (Washington)’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
2020 Q3	$3K	Sell	71 -61	-46%	-$2.69K	﹤0.01%	545
2020 Q2	$7K	Sell	132 -44	-25%	-$2.25K	﹤0.01%	471
2020 Q1	$8K	Buy	176 +38	+28%	+$2.59K	﹤0.01%	432
2019 Q4	$12K	Hold	138	–	–	﹤0.01%	399
2019 Q3	$11K	Buy	138 +37	+37%	+$2.83K	﹤0.01%	401
2019 Q2	$8K	Hold	101	–	–	﹤0.01%	837
2019 Q1	$8K	Hold	101	–	–	﹤0.01%	761
2018 Q4	$7K	Hold	101	–	–	﹤0.01%	711
2018 Q3	$8K	Buy	101 +11	+12%	+$923	0.01%	688
2018 Q2	$8K	Hold	90	–	–	0.01%	642
2018 Q1	$7K	Buy	90 +13	+17%	+$973	﹤0.01%	650
2017 Q4	$5K	Hold	77	–	–	﹤0.01%	701
2017 Q3	$5K	Hold	77	–	–	﹤0.01%	697
2017 Q2	$5K	Hold	77	–	–	﹤0.01%	694
2017 Q1	$5K	Hold	77	–	–	﹤0.01%	692
2016 Q4	$5K	Hold	77	–	–	﹤0.01%	704
2016 Q3	$5K	Buy	+77	New	+$4.42K	﹤0.01%	679

Other funds holding KEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cornerstone Advisors (Washington)'s KEX Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its Kirby Corp (KEX) stake by 46% in Q3 2020, selling an estimated $2.69K and leaving 71 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Cornerstone Advisors (Washington) first reported a position in KEX in Q3 2016 and has held it in 17 quarters since. The position peaked at $12K in Q4 2019. 232 funds tracked by Wall St. Rank hold KEX as of Q3 2020.

Cornerstone Advisors (Washington) held 71 shares of Kirby Corp worth $3K as of Q3 2020.
Cornerstone Advisors (Washington) sold 61 Kirby Corp shares in Q3 2020, an estimated $2.69K.
Kirby Corp made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #545 holding.
Cornerstone Advisors (Washington) first reported a position in Kirby Corp in Q3 2016 and has held it in 17 quarters since.
Cornerstone Advisors (Washington)'s Kirby Corp position peaked at $12K in Q4 2019.
232 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.