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IKOS CIF’s Kirby Corp KEX Stock Holding History

IKOS CIF’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
2016
Q2 		– Sell
-200
Closed -$12K – 178
2016
Q1 		$12K Sell
200
-1,268
-86% -$69.2K 0.03% 159
2015
Q4 		$75K Buy
+1,468
New +$90.9K 0.23% 128
2014
Q2 		– Sell
-1,610
Closed -$162K – 245
2014
Q1 		$162K Buy
1,610
+754
+88% +$75.9K 0.24% 121
2013
Q4 		$77K Sell
856
-905
-51% -$83.1K 0.2% 129
2013
Q3 		$153K Buy
+1,761
New +$148K 0.19% 122

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $23.1B AUM 21.31% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IKOS CIF's KEX Position: Q2 2016 in Review

IKOS CIF sold out of Kirby Corp (KEX) in Q2 2016, closing a stake of 200 shares — an estimated $12K sold.

IKOS CIF first reported a position in KEX in Q3 2013 and held it in 5 quarters. The position peaked at $162K in Q1 2014. 268 funds tracked by Wall St. Rank hold KEX as of Q2 2016.

  • IKOS CIF reported no remaining Kirby Corp position as of Q2 2016 after selling out during the quarter.
  • IKOS CIF sold 200 Kirby Corp shares in Q2 2016, an estimated $12K.
  • IKOS CIF first reported a position in Kirby Corp in Q3 2013 and held it in 5 quarters.
  • IKOS CIF's Kirby Corp position peaked at $162K in Q1 2014.
  • 268 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2016.

Based on IKOS CIF's 13F filing for Q2 2016, filed 12 Aug 2016.