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Essex Investment Management’s Kirby Corp KEX Stock Holding History

Essex Investment 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
Q1 		– Sell
-4,671
Closed -$464K – 362
2013
Q4 		$464K Sell
4,671
-55
-1% -$5.05K 0.07% 276
2013
Q3 		$409K Buy
4,726
+543
+13% +$45.5K 0.06% 276
2013
Q2 		$333K Buy
+4,183
New +$322K 0.06% 260

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Essex Investment Management's KEX Position: Q1 2014 in Review

Essex Investment Management sold out of Kirby Corp (KEX) in Q1 2014, closing a stake of 4,671 shares — an estimated $464K sold.

Essex Investment Management first reported a position in KEX in Q2 2013 and held it in 3 quarters. The position peaked at $464K in Q4 2013. 296 funds tracked by Wall St. Rank hold KEX as of Q1 2014.

  • Essex Investment Management reported no remaining Kirby Corp position as of Q1 2014 after selling out during the quarter.
  • Essex Investment Management sold 4,671 Kirby Corp shares in Q1 2014, an estimated $464K.
  • Essex Investment Management first reported a position in Kirby Corp in Q2 2013 and held it in 3 quarters.
  • Essex Investment Management's Kirby Corp position peaked at $464K in Q4 2013.
  • 296 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2014.

Based on Essex Investment Management's 13F filing for Q1 2014, filed 28 Apr 2014.