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CrestPoint Capital Management’s Kirby Corp KEX Stock Holding History

CrestPoint Capital 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
2017
Q4 		$361K Buy
5,400
+100
+2% +$6.55K 0.2% 145
2017
Q3 		$350K Buy
+5,300
New +$336K 0.16% 182

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ACH
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Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

CrestPoint Capital Management's KEX Position: Q4 2017 in Review

CrestPoint Capital Management increased its Kirby Corp (KEX) stake by 1.9% in Q4 2017, buying an estimated $6.55K and bringing the position to 5,400 shares worth $361K. The position accounts for 0.2% of the portfolio, ranked #145.

CrestPoint Capital Management first reported a position in KEX in Q3 2017 and has held it in 2 quarters since. 248 funds tracked by Wall St. Rank hold KEX as of Q4 2017.

  • CrestPoint Capital Management held 5,400 shares of Kirby Corp worth $361K as of Q4 2017.
  • CrestPoint Capital Management bought 100 Kirby Corp shares in Q4 2017, an estimated $6.55K.
  • Kirby Corp made up 0.2% of CrestPoint Capital Management's portfolio in Q4 2017, its #145 holding.
  • CrestPoint Capital Management first reported a position in Kirby Corp in Q3 2017 and has held it in 2 quarters since.
  • 248 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2017.

Based on CrestPoint Capital Management's 13F filing for Q4 2017, filed 17 Jan 2018.