CWA Asset Management Group’s Kirby Corp KEX Stock Holding History

CWA Asset Management Group’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 Q1	–	Sell	-50,327	Closed	-$4.51M	–	248
2019 Q4	$4.51M	Buy	50,327 +278	+0.6%	+$23K	0.73%	50
2019 Q3	$4.11M	Buy	50,049 +6,132	+14%	+$470K	0.66%	55
2019 Q2	$3.47M	Buy	43,917 +4,875	+12%	+$391K	0.59%	57
2019 Q1	$2.93M	Buy	39,042 +4,392	+13%	+$320K	0.57%	56
2018 Q4	$2.33M	Sell	34,650 -5,416	-14%	-$401K	0.54%	57
2018 Q3	$3.29M	Buy	40,066 +1,374	+4%	+$115K	0.73%	53
2018 Q2	$3.23M	Buy	38,692 +2,667	+7%	+$231K	0.76%	51
2018 Q1	$2.77M	Buy	36,025 +2,685	+8%	+$201K	0.68%	57
2017 Q4	$2.23M	Buy	33,340 +1,984	+6%	+$130K	0.59%	63
2017 Q3	$2.07M	Buy	31,356 +1,448	+5%	+$91.8K	0.6%	61
2017 Q2	$2M	Buy	29,908 +1,785	+6%	+$122K	0.63%	62
2017 Q1	$1.98M	Sell	28,123 -564	-2%	-$38.5K	0.68%	54
2016 Q4	$1.91M	Buy	28,687 +5,738	+25%	+$363K	0.81%	40
2016 Q3	$1.43M	Buy	+22,949	New	+$1.32M	0.79%	40

Other funds holding KEX

Baillie Gifford & Co

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Luther King Capital Management (LKCM)

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

Dimensional Fund Advisors

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

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