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Howe & Rusling’s Kirby Corp KEX Stock Holding History

Howe & Rusling’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
2015
Q2 		– Sell
-14
Closed -$1K – 1087
2015
Q1 		$1K Sell
14
-61
-81% -$4.71K ﹤0.01% 867
2014
Q4 		$6K Buy
75
+31
+70% +$3.07K ﹤0.01% 589
2014
Q3 		$5K Buy
+44
New +$5.24K ﹤0.01% 603
2014
Q2 		– Sell
-413
Closed -$42K – 886
2014
Q1 		$42K Buy
+413
New +$41.6K 0.01% 349
2013
Q4 		– Sell
-625
Closed -$54K – 857
2013
Q3 		$54K Sell
625
-27
-4% -$2.27K 0.02% 309
2013
Q2 		$52K Buy
+652
New +$50.2K 0.01% 326

Other funds holding KEX

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Howe & Rusling's KEX Position: Q2 2015 in Review

Howe & Rusling sold out of Kirby Corp (KEX) in Q2 2015, closing a stake of 14 shares — an estimated $1K sold.

Howe & Rusling first reported a position in KEX in Q2 2013 and held it in 6 quarters. The position peaked at $54K in Q3 2013. 281 funds tracked by Wall St. Rank hold KEX as of Q2 2015.

  • Howe & Rusling reported no remaining Kirby Corp position as of Q2 2015 after selling out during the quarter.
  • Howe & Rusling sold 14 Kirby Corp shares in Q2 2015, an estimated $1K.
  • Howe & Rusling first reported a position in Kirby Corp in Q2 2013 and held it in 6 quarters.
  • Howe & Rusling's Kirby Corp position peaked at $54K in Q3 2013.
  • 281 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2015.

Based on Howe & Rusling's 13F filing for Q2 2015, filed 22 Jul 2015.