EWM
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Evercore Wealth Management’s Kirby Corp KEX Stock Holding History

Evercore 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
2016
Q4 		– Sell
-264
Closed -$16K – 1063
2016
Q3 		$16K Buy
+264
New +$15.2K ﹤0.01% 808
2015
Q1 		– Sell
-110
Closed -$9K – 1018
2014
Q4 		$9K Buy
+110
New +$10.9K ﹤0.01% 756

Other funds holding KEX

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 $97.9B AUM 20.73% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Evercore Wealth Management's KEX Position: Q4 2016 in Review

Evercore Wealth Management sold out of Kirby Corp (KEX) in Q4 2016, closing a stake of 264 shares — an estimated $16K sold.

Evercore Wealth Management first reported a position in KEX in Q4 2014 and held it in 2 quarters. The position peaked at $16K in Q3 2016. 271 funds tracked by Wall St. Rank hold KEX as of Q4 2016.

  • Evercore Wealth Management reported no remaining Kirby Corp position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 264 Kirby Corp shares in Q4 2016, an estimated $16K.
  • Evercore Wealth Management first reported a position in Kirby Corp in Q4 2014 and held it in 2 quarters.
  • Evercore Wealth Management's Kirby Corp position peaked at $16K in Q3 2016.
  • 271 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.