Jupiter Asset Management’s Kirby Corp KEX Stock Holding History

Jupiter Asset Management’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
2014 Q4	–	Sell	-49,080	Closed	-$5.78M	–	239
2014 Q3	$5.78M	Buy	49,080 +600	+1%	+$71.4K	0.19%	117
2014 Q2	$5.68M	Sell	48,480 -3,000	-6%	-$322K	0.18%	149
2014 Q1	$5.21M	Buy	+51,480	New	+$5.19M	0.17%	154

Other funds holding KEX

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Jupiter Asset Management's KEX Position: Q4 2014 in Review

Jupiter Asset Management sold out of Kirby Corp (KEX) in Q4 2014, closing a stake of 49,080 shares — an estimated $5.78M sold.

Jupiter Asset Management first reported a position in KEX in Q1 2014 and held it in 3 quarters. The position peaked at $5.78M in Q3 2014. 324 funds tracked by Wall St. Rank hold KEX as of Q4 2014.

Jupiter Asset Management reported no remaining Kirby Corp position as of Q4 2014 after selling out during the quarter.
Jupiter Asset Management sold 49,080 Kirby Corp shares in Q4 2014, an estimated $5.78M.
Jupiter Asset Management first reported a position in Kirby Corp in Q1 2014 and held it in 3 quarters.
Jupiter Asset Management's Kirby Corp position peaked at $5.78M in Q3 2014.
324 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2014.

Based on Jupiter Asset Management's 13F filing for Q4 2014, filed 9 Feb 2015.