Invictus RG’s Kirby Corp KEX Stock Holding History

Invictus RG’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	-4,591	Closed	-$285K	–	699
2016 Q3	$285K	Buy	+4,591	New	+$263K	0.22%	144

Other funds holding KEX

ACM

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 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

BIT

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

Invictus RG's KEX Position: Q4 2016 in Review

Invictus RG sold out of Kirby Corp (KEX) in Q4 2016, closing a stake of 4,591 shares — an estimated $285K sold.

Invictus RG first reported a position in KEX in Q3 2016 and held it in 1 quarter. The position peaked at $285K in Q3 2016. 271 funds tracked by Wall St. Rank hold KEX as of Q4 2016.

Invictus RG reported no remaining Kirby Corp position as of Q4 2016 after selling out during the quarter.
Invictus RG sold 4,591 Kirby Corp shares in Q4 2016, an estimated $285K.
Invictus RG first reported a position in Kirby Corp in Q3 2016 and held it in 1 quarter.
Invictus RG's Kirby Corp position peaked at $285K in Q3 2016.
271 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2016.

Based on Invictus RG's 13F filing for Q4 2016, filed 14 Feb 2017.