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IBM Retirement Fund’s Kirby Corp KEX Stock Holding History

IBM Retirement Fund’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
-4,205
Closed -$280K – 552
2016
Q4 		$280K Sell
4,205
-746
-15% -$47.2K 0.01% 799
2016
Q3 		$308K Sell
4,951
-378
-7% -$21.7K 0.02% 821
2016
Q2 		$332K Sell
5,329
-280
-5% -$18.3K 0.01% 813
2016
Q1 		$338K Sell
5,609
-7,941
-59% -$433K 0.01% 790
2015
Q4 		$713K Buy
13,550
+1,629
+14% +$101K 0.01% 865
2015
Q3 		$739K Sell
11,921
-1,029
-8% -$72.7K 0.02% 761
2015
Q2 		$993K Sell
12,950
-385
-3% -$30.5K 0.02% 758
2015
Q1 		$1M Hold
13,335
– – 0.02% 752
2014
Q4 		$1.08M Buy
13,335
+1,246
+10% +$123K 0.02% 706
2014
Q3 		$1.43M Sell
12,089
-1,765
-13% -$210K 0.03% 544
2014
Q2 		$1.64M Sell
13,854
-160
-1% -$17.2K 0.03% 559
2014
Q1 		$1.44M Sell
14,014
-8,165
-37% -$822K 0.03% 600
2013
Q4 		$2.2M Sell
22,179
-683
-3% -$62.7K 0.03% 586
2013
Q3 		$1.98M Sell
22,862
-3,424
-13% -$287K 0.03% 623
2013
Q2 		$2.09M Buy
+26,286
New +$2.03M 0.03% 630

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 $3.38T AUM 44.17% 1-Year Est. Return

IBM Retirement Fund's KEX Position: Q1 2017 in Review

IBM Retirement Fund sold out of Kirby Corp (KEX) in Q1 2017, closing a stake of 4,205 shares — an estimated $280K sold.

IBM Retirement Fund first reported a position in KEX in Q2 2013 and held it in 15 quarters. The position peaked at $2.2M in Q4 2013. 251 funds tracked by Wall St. Rank hold KEX as of Q1 2017.

  • IBM Retirement Fund reported no remaining Kirby Corp position as of Q1 2017 after selling out during the quarter.
  • IBM Retirement Fund sold 4,205 Kirby Corp shares in Q1 2017, an estimated $280K.
  • IBM Retirement Fund first reported a position in Kirby Corp in Q2 2013 and held it in 15 quarters.
  • IBM Retirement Fund's Kirby Corp position peaked at $2.2M in Q4 2013.
  • 251 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2017.

Based on IBM Retirement Fund's 13F filing for Q1 2017, filed 10 May 2017.