Curian Capital’s Kirby Corp KEX Stock Holding History

Curian 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
2015 Q4	–	Sell	-12,854	Closed	-$796K	–	515
2015 Q3	$796K	Buy	12,854 +7,252	+129%	+$513K	0.02%	413
2015 Q2	$429K	Buy	+5,602	New	+$444K	0.01%	561
2014 Q4	–	Sell	-5,836	Closed	-$688K	–	604
2014 Q3	$688K	Buy	5,836 +95	+2%	+$11.3K	0.01%	508
2014 Q2	$673K	Buy	5,741 +133	+2%	+$14.3K	0.01%	518
2014 Q1	$568K	Buy	+5,608	New	+$565K	0.01%	533

Other funds holding KEX

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

BFA

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

ACM

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

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

Curian Capital's KEX Position: Q4 2015 in Review

Curian Capital sold out of Kirby Corp (KEX) in Q4 2015, closing a stake of 12,854 shares — an estimated $796K sold.

Curian Capital first reported a position in KEX in Q1 2014 and held it in 5 quarters. The position peaked at $796K in Q3 2015. 273 funds tracked by Wall St. Rank hold KEX as of Q4 2015.

Curian Capital reported no remaining Kirby Corp position as of Q4 2015 after selling out during the quarter.
Curian Capital sold 12,854 Kirby Corp shares in Q4 2015, an estimated $796K.
Curian Capital first reported a position in Kirby Corp in Q1 2014 and held it in 5 quarters.
Curian Capital's Kirby Corp position peaked at $796K in Q3 2015.
273 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2015.

Based on Curian Capital's 13F filing for Q4 2015, filed 25 Jan 2016.