Fiduciary Financial Services of The Southwest’s Kirby Corp KEX Stock Holding History

Fiduciary Financial Services of The Southwest’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
2015 Q3	–	Sell	-3,690	Closed	-$283K	–	161
2015 Q2	$283K	Sell	3,690 -600	-14%	-$47.5K	0.09%	142
2015 Q1	$322K	Sell	4,290 -250	-6%	-$19.3K	0.09%	138
2014 Q4	$367K	Sell	4,540 -2,949	-39%	-$292K	0.11%	132
2014 Q3	$883K	Buy	7,489 +99	+1%	+$11.8K	0.25%	98
2014 Q2	$866K	Buy	7,390 +590	+9%	+$63.3K	0.24%	96
2014 Q1	$688K	Buy	6,800 +645	+10%	+$65K	0.21%	101
2013 Q4	$611K	Buy	6,155 +325	+6%	+$29.8K	0.19%	103
2013 Q3	$505K	Sell	5,830 -145	-2%	-$12.2K	0.17%	106
2013 Q2	$475K	Buy	+5,975	New	+$460K	0.16%	112

Other funds holding KEX

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's KEX Position: Q3 2015 in Review

Fiduciary Financial Services of The Southwest sold out of Kirby Corp (KEX) in Q3 2015, closing a stake of 3,690 shares — an estimated $283K sold.

Fiduciary Financial Services of The Southwest first reported a position in KEX in Q2 2013 and held it in 9 quarters. The position peaked at $883K in Q3 2014. 261 funds tracked by Wall St. Rank hold KEX as of Q3 2015.

Fiduciary Financial Services of The Southwest reported no remaining Kirby Corp position as of Q3 2015 after selling out during the quarter.
Fiduciary Financial Services of The Southwest sold 3,690 Kirby Corp shares in Q3 2015, an estimated $283K.
Fiduciary Financial Services of The Southwest first reported a position in Kirby Corp in Q2 2013 and held it in 9 quarters.
Fiduciary Financial Services of The Southwest's Kirby Corp position peaked at $883K in Q3 2014.
261 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2015.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q3 2015, filed 12 Nov 2015.