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 New York $5.7T AUM 30.48% 1-Year Est. Return

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 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

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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