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Independent Portfolio Consultants’s Kirby Corp KEX Stock Holding History

Independent Portfolio Consultants’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
Q4 		– Sell
-2,625
Closed -$163K – 840
2016
Q3 		$163K Buy
2,625
+125
+5% +$7.17K 0.05% 375
2016
Q2 		$156K Buy
2,500
+205
+9% +$13.4K 0.05% 381
2016
Q1 		$138K Sell
2,295
-475
-17% -$25.9K 0.04% 427
2015
Q4 		$146K Sell
2,770
-635
-19% -$39.3K 0.04% 379
2015
Q3 		$211K Sell
3,405
-320
-9% -$22.6K 0.05% 339
2015
Q2 		$286K Buy
3,725
+1,140
+44% +$90.3K 0.06% 315
2015
Q1 		$194K Buy
2,585
+100
+4% +$7.71K 0.04% 365
2014
Q4 		$201K Sell
2,485
-6,265
-72% -$621K 0.04% 374
2014
Q3 		$1.03M Buy
8,750
+3,967
+83% +$472K 0.28% 85
2014
Q2 		$560K Sell
4,783
-657
-12% -$70.5K 0.16% 201
2014
Q1 		$550K Sell
5,440
-195
-3% -$19.6K 0.17% 193
2013
Q4 		$559K Sell
5,635
-1,255
-18% -$115K 0.2% 184
2013
Q3 		$596K Sell
6,890
-80
-1% -$6.71K 0.24% 150
2013
Q2 		$554K Buy
+6,970
New +$537K 0.25% 151

Other funds holding KEX

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Independent Portfolio Consultants's KEX Position: Q4 2016 in Review

Independent Portfolio Consultants sold out of Kirby Corp (KEX) in Q4 2016, closing a stake of 2,625 shares — an estimated $163K sold.

Independent Portfolio Consultants first reported a position in KEX in Q2 2013 and held it in 14 quarters. The position peaked at $1.03M in Q3 2014. 271 funds tracked by Wall St. Rank hold KEX as of Q4 2016.

  • Independent Portfolio Consultants reported no remaining Kirby Corp position as of Q4 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 2,625 Kirby Corp shares in Q4 2016, an estimated $163K.
  • Independent Portfolio Consultants first reported a position in Kirby Corp in Q2 2013 and held it in 14 quarters.
  • Independent Portfolio Consultants's Kirby Corp position peaked at $1.03M in Q3 2014.
  • 271 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2016.

Based on Independent Portfolio Consultants's 13F filing for Q4 2016, filed 12 Jan 2017.