Cypress Asset Management’s Kirby Corp KEX Stock Holding History

Cypress Asset 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
2016 Q3	–	Sell	-3,500	Closed	-$218K	–	206
2016 Q2	$218K	Hold	3,500	–	–	0.04%	187
2016 Q1	$211K	Buy	+3,500	New	+$191K	0.04%	188
2015 Q4	–	Sell	-3,500	Closed	-$217K	–	191
2015 Q3	$217K	Sell	3,500 -1,500	-30%	-$106K	0.05%	180
2015 Q2	$383K	Hold	5,000	–	–	0.07%	152
2015 Q1	$375K	Hold	5,000	–	–	0.07%	154
2014 Q4	$404K	Hold	5,000	–	–	0.07%	155
2014 Q3	$589K	Hold	5,000	–	–	0.11%	128
2014 Q2	$586K	Hold	5,000	–	–	0.1%	127
2014 Q1	$506K	Hold	5,000	–	–	0.09%	130
2013 Q4	$496K	Sell	5,000 -1,000	-17%	-$91.8K	0.09%	134
2013 Q3	$519K	Hold	6,000	–	–	0.1%	129
2013 Q2	$477K	Buy	+6,000	New	+$462K	0.09%	135

Other funds holding KEX

ACM

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

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

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

BFA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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

Cypress Asset Management's KEX Position: Q3 2016 in Review

Cypress Asset Management sold out of Kirby Corp (KEX) in Q3 2016, closing a stake of 3,500 shares — an estimated $218K sold.

Cypress Asset Management first reported a position in KEX in Q2 2013 and held it in 12 quarters. The position peaked at $589K in Q3 2014. 268 funds tracked by Wall St. Rank hold KEX as of Q3 2016.

Cypress Asset Management reported no remaining Kirby Corp position as of Q3 2016 after selling out during the quarter.
Cypress Asset Management sold 3,500 Kirby Corp shares in Q3 2016, an estimated $218K.
Cypress Asset Management first reported a position in Kirby Corp in Q2 2013 and held it in 12 quarters.
Cypress Asset Management's Kirby Corp position peaked at $589K in Q3 2014.
268 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2016.

Based on Cypress Asset Management's 13F filing for Q3 2016, filed 24 Oct 2016.