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First Personal Financial Services’s Kirby Corp KEX Stock Holding History

First Personal Financial Services’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
2018
Q1 		– Sell
-395
Closed -$26K – 1056
2017
Q4 		$26K Hold
395
– – 0.01% 602
2017
Q3 		$26K Hold
395
– – 0.01% 538
2017
Q2 		$26K Buy
395
+302
+325% +$20.6K 0.01% 533
2017
Q1 		$7K Hold
93
– – ﹤0.01% 766
2016
Q4 		$6K Buy
+93
New +$5.88K ﹤0.01% 806

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Personal Financial Services's KEX Position: Q1 2018 in Review

First Personal Financial Services sold out of Kirby Corp (KEX) in Q1 2018, closing a stake of 395 shares — an estimated $26K sold.

First Personal Financial Services first reported a position in KEX in Q4 2016 and held it in 5 quarters. The position peaked at $26K in Q4 2017. 259 funds tracked by Wall St. Rank hold KEX as of Q1 2018.

  • First Personal Financial Services reported no remaining Kirby Corp position as of Q1 2018 after selling out during the quarter.
  • First Personal Financial Services sold 395 Kirby Corp shares in Q1 2018, an estimated $26K.
  • First Personal Financial Services first reported a position in Kirby Corp in Q4 2016 and held it in 5 quarters.
  • First Personal Financial Services's Kirby Corp position peaked at $26K in Q4 2017.
  • 259 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2018.

Based on First Personal Financial Services's 13F filing for Q1 2018, filed 10 May 2018.