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Foundry Partners’s Kirby Corp KEX Stock Holding History

Foundry Partners’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
2014
Q4 		– Sell
-77,208
Closed -$9.1M – 262
2014
Q3 		$9.1M Buy
77,208
+380
+0.5% +$45.2K 0.84% 40
2014
Q2 		$9M Buy
76,828
+13,848
+22% +$1.49M 0.83% 39
2014
Q1 		$6.38M Buy
+62,980
New +$6.34M 0.6% 69

Other funds holding KEX

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Foundry Partners's KEX Position: Q4 2014 in Review

Foundry Partners sold out of Kirby Corp (KEX) in Q4 2014, closing a stake of 77,208 shares — an estimated $9.1M sold.

Foundry Partners first reported a position in KEX in Q1 2014 and held it in 3 quarters. The position peaked at $9.1M in Q3 2014. 324 funds tracked by Wall St. Rank hold KEX as of Q4 2014.

  • Foundry Partners reported no remaining Kirby Corp position as of Q4 2014 after selling out during the quarter.
  • Foundry Partners sold 77,208 Kirby Corp shares in Q4 2014, an estimated $9.1M.
  • Foundry Partners first reported a position in Kirby Corp in Q1 2014 and held it in 3 quarters.
  • Foundry Partners's Kirby Corp position peaked at $9.1M in Q3 2014.
  • 324 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2014.

Based on Foundry Partners's 13F filing for Q4 2014, filed 7 Jan 2015.