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Fiduciary Management Inc’s Kirby Corp KEX Stock Holding History

Fiduciary Management Inc’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
Q4 		– Sell
-838,376
Closed -$55.3M – 70
2017
Q3 		$55.3M Sell
838,376
-10,483
-1% -$664K 0.33% 54
2017
Q2 		$56.7M Sell
848,859
-13,444
-2% -$916K 0.34% 54
2017
Q1 		$60.8M Sell
862,303
-509,685
-37% -$34.8M 0.35% 51
2016
Q4 		$91.2M Buy
1,371,988
+36,051
+3% +$2.28M 0.56% 40
2016
Q3 		$83M Buy
1,335,937
+66,750
+5% +$3.83M 0.52% 38
2016
Q2 		$79.2M Sell
1,269,187
-80,900
-6% -$5.3M 0.48% 37
2016
Q1 		$81.4M Buy
1,350,087
+353,755
+36% +$19.3M 0.48% 40
2015
Q4 		$52.4M Buy
996,332
+183,864
+23% +$11.4M 0.3% 54
2015
Q3 		$50.3M Buy
812,468
+109,697
+16% +$7.75M 0.28% 55
2015
Q2 		$53.9M Buy
702,771
+339,197
+93% +$26.9M 0.28% 52
2015
Q1 		$27.3M Buy
363,574
+1,752
+0.5% +$135K 0.14% 63
2014
Q4 		$29.2M Sell
361,822
-292,992
-45% -$29M 0.15% 62
2014
Q3 		$77.2M Sell
654,814
-10,015
-2% -$1.19M 0.42% 40
2014
Q2 		$77.9M Sell
664,829
-142,420
-18% -$15.3M 0.41% 41
2014
Q1 		$81.7M Sell
807,249
-21,173
-3% -$2.13M 0.44% 39
2013
Q4 		$82.2M Sell
828,422
-12,575
-1% -$1.15M 0.43% 41
2013
Q3 		$72.8M Buy
840,997
+15,431
+2% +$1.29M 0.44% 41
2013
Q2 		$65.7M Buy
+825,566
New +$63.6M 0.41% 42

Other funds holding KEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Fiduciary Management Inc's KEX Position: Q4 2017 in Review

Fiduciary Management Inc sold out of Kirby Corp (KEX) in Q4 2017, closing a stake of 838,376 shares — an estimated $55.3M sold.

Fiduciary Management Inc first reported a position in KEX in Q2 2013 and held it in 18 quarters. The position peaked at $91.2M in Q4 2016. 248 funds tracked by Wall St. Rank hold KEX as of Q4 2017.

  • Fiduciary Management Inc reported no remaining Kirby Corp position as of Q4 2017 after selling out during the quarter.
  • Fiduciary Management Inc sold 838,376 Kirby Corp shares in Q4 2017, an estimated $55.3M.
  • Fiduciary Management Inc first reported a position in Kirby Corp in Q2 2013 and held it in 18 quarters.
  • Fiduciary Management Inc's Kirby Corp position peaked at $91.2M in Q4 2016.
  • 248 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2017.

Based on Fiduciary Management Inc's 13F filing for Q4 2017, filed 13 Feb 2018.