Curi RMB Capital’s Kirby Corp KEX Stock Holding History

Curi RMB Capital’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
2018 Q1	–	Sell	-25,398	Closed	-$1.7M	–	944
2017 Q4	$1.7M	Sell	25,398 -8,217	-24%	-$539K	0.04%	404
2017 Q3	$2.22M	Hold	33,615	–	–	0.06%	352
2017 Q2	$2.25M	Buy	+33,615	New	+$2.29M	0.06%	355

Other funds holding KEX

BlackRock New York $6.73T AUM 46.02% 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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Curi RMB Capital's KEX Position: Q1 2018 in Review

Curi RMB Capital sold out of Kirby Corp (KEX) in Q1 2018, closing a stake of 25,398 shares — an estimated $1.7M sold.

Curi RMB Capital first reported a position in KEX in Q2 2017 and held it in 3 quarters. The position peaked at $2.25M in Q2 2017. 259 funds tracked by Wall St. Rank hold KEX as of Q1 2018.

Curi RMB Capital reported no remaining Kirby Corp position as of Q1 2018 after selling out during the quarter.
Curi RMB Capital sold 25,398 Kirby Corp shares in Q1 2018, an estimated $1.7M.
Curi RMB Capital first reported a position in Kirby Corp in Q2 2017 and held it in 3 quarters.
Curi RMB Capital's Kirby Corp position peaked at $2.25M in Q2 2017.
259 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2018.

Based on Curi RMB Capital's 13F filing for Q1 2018, filed 14 May 2018.