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Endurance Wealth Management’s Kirby Corp KEX Stock Holding History

Endurance Wealth 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
2014
Q3 		– Sell
-303,250
Closed -$33.5M – 178
2014
Q2 		$33.5M Buy
+303,250
New +$32.5M 5.58% 3

Other funds holding KEX

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Endurance Wealth Management's KEX Position: Q3 2014 in Review

Endurance Wealth Management sold out of Kirby Corp (KEX) in Q3 2014, closing a stake of 303,250 shares — an estimated $33.5M sold.

Endurance Wealth Management first reported a position in KEX in Q2 2014 and held it in 1 quarter. The position peaked at $33.5M in Q2 2014. 328 funds tracked by Wall St. Rank hold KEX as of Q3 2014.

  • Endurance Wealth Management reported no remaining Kirby Corp position as of Q3 2014 after selling out during the quarter.
  • Endurance Wealth Management sold 303,250 Kirby Corp shares in Q3 2014, an estimated $33.5M.
  • Endurance Wealth Management first reported a position in Kirby Corp in Q2 2014 and held it in 1 quarter.
  • Endurance Wealth Management's Kirby Corp position peaked at $33.5M in Q2 2014.
  • 328 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2014.

Based on Endurance Wealth Management's 13F filing for Q3 2014, filed 24 Oct 2014.