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ELCO Management’s Kirby Corp KEX Stock Holding History

ELCO 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
2017
Q1 		– Sell
-12,000
Closed -$798K – 143
2016
Q4 		$798K Sell
12,000
-12,000
-50% -$759K 0.44% 71
2016
Q3 		$1.49M Buy
+24,000
New +$1.38M 0.6% 49

Other funds holding KEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ELCO Management's KEX Position: Q1 2017 in Review

ELCO Management sold out of Kirby Corp (KEX) in Q1 2017, closing a stake of 12,000 shares — an estimated $798K sold.

ELCO Management first reported a position in KEX in Q3 2016 and held it in 2 quarters. The position peaked at $1.49M in Q3 2016. 251 funds tracked by Wall St. Rank hold KEX as of Q1 2017.

  • ELCO Management reported no remaining Kirby Corp position as of Q1 2017 after selling out during the quarter.
  • ELCO Management sold 12,000 Kirby Corp shares in Q1 2017, an estimated $798K.
  • ELCO Management first reported a position in Kirby Corp in Q3 2016 and held it in 2 quarters.
  • ELCO Management's Kirby Corp position peaked at $1.49M in Q3 2016.
  • 251 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2017.

Based on ELCO Management's 13F filing for Q1 2017, filed 15 May 2017.