D.A. Davidson & Co’s Kirby Corp KEX Stock Holding History

D.A. Davidson & Co’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 Q1	–	Sell	-10	Closed	–	–	2414
2016 Q4	$0	Sell	10 -3,024	-100%	-$191K	﹤0.01%	2475
2016 Q3	$187K	Buy	3,034 +29	+1%	+$1.66K	﹤0.01%	973
2016 Q2	$186K	Sell	3,005 -16	-0.5%	-$1.05K	0.01%	869
2016 Q1	$181K	Sell	3,021 -27	-0.9%	-$1.47K	0.01%	880
2015 Q4	$159K	Sell	3,048 -39	-1%	-$2.41K	0.01%	929
2015 Q3	$191K	Sell	3,087 -782	-20%	-$55.3K	0.01%	836
2015 Q2	$295K	Buy	3,869 +1,330	+52%	+$105K	0.01%	723
2015 Q1	$190K	Buy	2,539 +312	+14%	+$24.1K	0.01%	886
2014 Q4	$179K	Sell	2,227 -604	-21%	-$59.8K	0.01%	912
2014 Q3	$333K	Buy	2,831 +8	+0.3%	+$953	0.01%	705
2014 Q2	$329K	Sell	2,823 -65	-2%	-$6.98K	0.01%	713
2014 Q1	$292K	Buy	2,888 +73	+3%	+$7.35K	0.01%	748
2013 Q4	$279K	Sell	2,815 -139	-5%	-$12.8K	0.01%	731
2013 Q3	$255K	Sell	2,954 -34	-1%	-$2.85K	0.01%	639
2013 Q2	$237K	Buy	+2,988	New	+$230K	0.01%	627

Other funds holding KEX

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

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

Baillie Gifford & Co

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 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

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

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