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Focused Wealth Management’s Kirby Corp KEX Stock Holding History

Focused Wealth Management’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
Q1 		– Sell
-150
Closed -$10K – 710
2016
Q4 		$10K Buy
+150
New +$9.48K ﹤0.01% 473

Other funds holding KEX

BlackRock
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Focused Wealth Management's KEX Position: Q1 2017 in Review

Focused Wealth Management sold out of Kirby Corp (KEX) in Q1 2017, closing a stake of 150 shares — an estimated $10K sold.

Focused Wealth Management first reported a position in KEX in Q4 2016 and held it in 1 quarter. The position peaked at $10K in Q4 2016. 251 funds tracked by Wall St. Rank hold KEX as of Q1 2017.

  • Focused Wealth Management reported no remaining Kirby Corp position as of Q1 2017 after selling out during the quarter.
  • Focused Wealth Management sold 150 Kirby Corp shares in Q1 2017, an estimated $10K.
  • Focused Wealth Management first reported a position in Kirby Corp in Q4 2016 and held it in 1 quarter.
  • Focused Wealth Management's Kirby Corp position peaked at $10K in Q4 2016.
  • 251 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2017.

Based on Focused Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.