Fiduciary Trust’s Kirby Corp KEX Stock Holding History

Fiduciary Trust’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
2020 Q1	–	Sell	-2,250	Closed	-$201K	–	516
2019 Q4	$201K	Sell	2,250 -1,869	-45%	-$155K	﹤0.01%	506
2019 Q3	$338K	Hold	4,119	–	–	0.01%	429
2019 Q2	$325K	Sell	4,119 -200	-5%	-$16.1K	0.01%	416
2019 Q1	$324K	Hold	4,319	–	–	0.01%	399
2018 Q4	$291K	Sell	4,319 -1	-0%	-$74	0.01%	389
2018 Q3	$355K	Hold	4,320	–	–	0.01%	380
2018 Q2	$361K	Hold	4,320	–	–	0.01%	369
2018 Q1	$332K	Sell	4,320 -250	-5%	-$18.7K	0.01%	373
2017 Q4	$305K	Sell	4,570 -500	-10%	-$32.8K	0.01%	377
2017 Q3	$334K	Hold	5,070	–	–	0.01%	367
2017 Q2	$339K	Sell	5,070 -245	-5%	-$16.7K	0.01%	364
2017 Q1	$375K	Sell	5,315 -200	-4%	-$13.7K	0.01%	356
2016 Q4	$367K	Sell	5,515 -468	-8%	-$29.6K	0.01%	361
2016 Q3	$372K	Hold	5,983	–	–	0.01%	355
2016 Q2	$373K	Sell	5,983 -1	-0%	-$65	0.01%	359
2016 Q1	$361K	Sell	5,984 -4,555	-43%	-$248K	0.01%	359
2015 Q4	$555K	Sell	10,539 -1,673	-14%	-$104K	0.02%	286
2015 Q3	$757K	Sell	12,212 -1,495	-11%	-$106K	0.03%	243
2015 Q2	$1.05M	Sell	13,707 -961	-7%	-$76.1K	0.04%	201
2015 Q1	$1.1M	Sell	14,668 -21	-0.1%	-$1.62K	0.05%	198
2014 Q4	$1.19M	Sell	14,689 -125	-0.8%	-$12.4K	0.05%	196
2014 Q3	$1.75M	Sell	14,814 -758	-5%	-$90.3K	0.08%	156
2014 Q2	$1.82M	Sell	15,572 -773	-5%	-$83K	0.08%	157
2014 Q1	$1.66M	Sell	16,345 -3,025	-16%	-$305K	0.07%	156
2013 Q4	$1.92M	Sell	19,370 -1,410	-7%	-$129K	0.09%	149
2013 Q3	$1.8M	Sell	20,780 -1,482	-7%	-$124K	0.08%	151
2013 Q2	$1.77M	Buy	+22,262	New	+$1.72M	0.08%	150

Other funds holding KEX

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fiduciary Trust's KEX Position: Q1 2020 in Review

Fiduciary Trust sold out of Kirby Corp (KEX) in Q1 2020, closing a stake of 2,250 shares — an estimated $201K sold.

Fiduciary Trust first reported a position in KEX in Q2 2013 and held it in 27 quarters. The position peaked at $1.92M in Q4 2013. 235 funds tracked by Wall St. Rank hold KEX as of Q1 2020.

Fiduciary Trust reported no remaining Kirby Corp position as of Q1 2020 after selling out during the quarter.
Fiduciary Trust sold 2,250 Kirby Corp shares in Q1 2020, an estimated $201K.
Fiduciary Trust first reported a position in Kirby Corp in Q2 2013 and held it in 27 quarters.
Fiduciary Trust's Kirby Corp position peaked at $1.92M in Q4 2013.
235 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2020.

Based on Fiduciary Trust's 13F filing for Q1 2020, filed 15 May 2020.