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JNBA Financial Advisors’s Kirby Corp KEX Stock Holding History

JNBA Financial Advisors’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
-22
Closed -$1K – 925
2016
Q3 		$1K Buy
+22
New +$1.26K ﹤0.01% 1518

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 $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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JNBA Financial Advisors's KEX Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Kirby Corp (KEX) in Q4 2016, closing a stake of 22 shares — an estimated $1K sold.

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

  • JNBA Financial Advisors reported no remaining Kirby Corp position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 22 Kirby Corp shares in Q4 2016, an estimated $1K.
  • JNBA Financial Advisors first reported a position in Kirby Corp in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Kirby Corp position peaked at $1K in Q3 2016.
  • 271 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.