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Cranbrook Wealth Management’s Kirby Corp KEX Stock Holding History

Cranbrook Wealth 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
2014
Q1 		– Sell
-172
Closed -$17K – 188
2013
Q4 		$17K Buy
+172
New +$15.8K 0.01% 142

Other funds holding KEX

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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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cranbrook Wealth Management's KEX Position: Q1 2014 in Review

Cranbrook Wealth Management sold out of Kirby Corp (KEX) in Q1 2014, closing a stake of 172 shares — an estimated $17K sold.

Cranbrook Wealth Management first reported a position in KEX in Q4 2013 and held it in 1 quarter. The position peaked at $17K in Q4 2013. 296 funds tracked by Wall St. Rank hold KEX as of Q1 2014.

  • Cranbrook Wealth Management reported no remaining Kirby Corp position as of Q1 2014 after selling out during the quarter.
  • Cranbrook Wealth Management sold 172 Kirby Corp shares in Q1 2014, an estimated $17K.
  • Cranbrook Wealth Management first reported a position in Kirby Corp in Q4 2013 and held it in 1 quarter.
  • Cranbrook Wealth Management's Kirby Corp position peaked at $17K in Q4 2013.
  • 296 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2014.

Based on Cranbrook Wealth Management's 13F filing for Q1 2014, filed 1 May 2014.