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JOYN Advisors’s Kirby Corp KEX Stock Holding History

JOYN 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
2019
Q1 		– Sell
-160
Closed -$11K – 782
2018
Q4 		$11K Buy
160
+121
+310% +$8.95K ﹤0.01% 929
2018
Q3 		$3K Buy
39
+22
+129% +$1.84K ﹤0.01% 1353
2018
Q2 		$1K Buy
+17
New +$1.48K ﹤0.01% 1603

Other funds holding KEX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $62.3B AUM 26.25% 1-Year Est. Return

JOYN Advisors's KEX Position: Q1 2019 in Review

JOYN Advisors sold out of Kirby Corp (KEX) in Q1 2019, closing a stake of 160 shares — an estimated $11K sold.

JOYN Advisors first reported a position in KEX in Q2 2018 and held it in 3 quarters. The position peaked at $11K in Q4 2018. 259 funds tracked by Wall St. Rank hold KEX as of Q1 2019.

  • JOYN Advisors reported no remaining Kirby Corp position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 160 Kirby Corp shares in Q1 2019, an estimated $11K.
  • JOYN Advisors first reported a position in Kirby Corp in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's Kirby Corp position peaked at $11K in Q4 2018.
  • 259 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.