HWG Holdings’s Kirby Corp KEX Stock Holding History

HWG Holdings’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 Q3	–	Sell	-18,761	Closed	-$2.2M	–	40
2014 Q2	$2.2M	Buy	+18,761	New	+$2.01M	1.67%	21

Other funds holding KEX

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

HWG Holdings's KEX Position: Q3 2014 in Review

HWG Holdings sold out of Kirby Corp (KEX) in Q3 2014, closing a stake of 18,761 shares — an estimated $2.2M sold.

HWG Holdings first reported a position in KEX in Q2 2014 and held it in 1 quarter. The position peaked at $2.2M in Q2 2014. 328 funds tracked by Wall St. Rank hold KEX as of Q3 2014.

HWG Holdings reported no remaining Kirby Corp position as of Q3 2014 after selling out during the quarter.
HWG Holdings sold 18,761 Kirby Corp shares in Q3 2014, an estimated $2.2M.
HWG Holdings first reported a position in Kirby Corp in Q2 2014 and held it in 1 quarter.
HWG Holdings's Kirby Corp position peaked at $2.2M in Q2 2014.
328 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2014.

Based on HWG Holdings's 13F filing for Q3 2014, filed 31 Oct 2014.