FineMark National Bank & Trust’s Kirby Corp KEX Stock Holding History

FineMark National Bank & 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
2016 Q3	–	Sell	-48	Closed	-$3K	–	1379
2016 Q2	$3K	Buy	+48	New	+$3.14K	﹤0.01%	1145
2015 Q1	–	Sell	-170	Closed	-$14K	–	1426
2014 Q4	$14K	Hold	170	–	–	﹤0.01%	966
2014 Q3	$20K	Hold	170	–	–	﹤0.01%	887
2014 Q2	$20K	Hold	170	–	–	﹤0.01%	899
2014 Q1	$17K	Hold	170	–	–	﹤0.01%	919
2013 Q4	$17K	Hold	170	–	–	﹤0.01%	887
2013 Q3	$15K	Sell	170 -36	-17%	-$3.02K	﹤0.01%	888
2013 Q2	$16K	Buy	+206	New	+$15.9K	﹤0.01%	858

Other funds holding KEX

ACM

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

FineMark National Bank & Trust's KEX Position: Q3 2016 in Review

FineMark National Bank & Trust sold out of Kirby Corp (KEX) in Q3 2016, closing a stake of 48 shares — an estimated $3K sold.

FineMark National Bank & Trust first reported a position in KEX in Q2 2013 and held it in 8 quarters. The position peaked at $20K in Q3 2014. 268 funds tracked by Wall St. Rank hold KEX as of Q3 2016.

FineMark National Bank & Trust reported no remaining Kirby Corp position as of Q3 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 48 Kirby Corp shares in Q3 2016, an estimated $3K.
FineMark National Bank & Trust first reported a position in Kirby Corp in Q2 2013 and held it in 8 quarters.
FineMark National Bank & Trust's Kirby Corp position peaked at $20K in Q3 2014.
268 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2016.

Based on FineMark National Bank & Trust's 13F filing for Q3 2016, filed 10 Nov 2016.