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Friedberg Investment Management’s Kirby Corp KEX Stock Holding History

Friedberg Investment 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
Q2 		– Sell
-16,420
Closed -$1.16M – 90
2017
Q1 		$1.16M Buy
16,420
+525
+3% +$35.8K 0.49% 61
2016
Q4 		$1.06M Sell
15,895
-710
-4% -$44.9K 0.48% 61
2016
Q3 		$1.03M Hold
16,605
– – 0.44% 65
2016
Q2 		$1.03M Buy
+16,605
New +$1.09M 0.49% 58
2015
Q3 		– Sell
-23,120
Closed -$1.77M – 94
2015
Q2 		$1.77M Buy
23,120
+16,920
+273% +$1.34M 0.67% 59
2015
Q1 		$465K Buy
+6,200
New +$478K 0.17% 87

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 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

Friedberg Investment Management's KEX Position: Q2 2017 in Review

Friedberg Investment Management sold out of Kirby Corp (KEX) in Q2 2017, closing a stake of 16,420 shares — an estimated $1.16M sold.

Friedberg Investment Management first reported a position in KEX in Q1 2015 and held it in 6 quarters. The position peaked at $1.77M in Q2 2015. 249 funds tracked by Wall St. Rank hold KEX as of Q2 2017.

  • Friedberg Investment Management reported no remaining Kirby Corp position as of Q2 2017 after selling out during the quarter.
  • Friedberg Investment Management sold 16,420 Kirby Corp shares in Q2 2017, an estimated $1.16M.
  • Friedberg Investment Management first reported a position in Kirby Corp in Q1 2015 and held it in 6 quarters.
  • Friedberg Investment Management's Kirby Corp position peaked at $1.77M in Q2 2015.
  • 249 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2017.

Based on Friedberg Investment Management's 13F filing for Q2 2017, filed 15 Aug 2017.