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Ladenburg Thalmann Financial Services’s Kirby Corp KEX Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$63K Sell
703
-159
-18% -$13.2K ﹤0.01% 3361
2019
Q3 		$70K Buy
862
+90
+12% +$6.89K ﹤0.01% 3190
2019
Q2 		$61K Sell
772
-99
-11% -$7.95K ﹤0.01% 3328
2019
Q1 		$66K Buy
871
+99
+13% +$7.21K ﹤0.01% 3206
2018
Q4 		$52K Buy
772
+26
+3% +$1.92K ﹤0.01% 3217
2018
Q3 		$62K Sell
746
-10
-1% -$839 ﹤0.01% 3171
2018
Q2 		$59K Hold
756
– – ﹤0.01% 3141
2018
Q1 		$59K Sell
756
-1,000
-57% -$74.8K ﹤0.01% 3141
2017
Q4 		$117K Sell
1,756
-175
-9% -$11.5K ﹤0.01% 2612
2017
Q3 		$127K Buy
1,931
+857
+80% +$54.3K ﹤0.01% 2443
2017
Q2 		$72K Buy
1,074
+1
+0.1% +$68 ﹤0.01% 2739
2017
Q1 		$75K Hold
1,073
– – ﹤0.01% 2600
2016
Q4 		$67K Hold
1,073
– – ﹤0.01% 2628
2016
Q3 		$66K Buy
1,073
+859
+401% +$49.3K ﹤0.01% 2568
2016
Q2 		$13K Buy
214
+80
+60% +$5.24K ﹤0.01% 3613
2016
Q1 		$8K Hold
134
– – ﹤0.01% 3834
2015
Q4 		$7K Sell
134
-1
-0.7% -$62 ﹤0.01% 3884
2015
Q3 		$8K Buy
135
+15
+13% +$1.06K ﹤0.01% 3667
2015
Q2 		$9K Hold
120
– – ﹤0.01% 3749
2015
Q1 		$9K Sell
120
-5
-4% -$386 ﹤0.01% 3702
2014
Q4 		$9K Sell
125
-6,001
-98% -$594K ﹤0.01% 3473
2014
Q3 		$730K Buy
6,126
+5,965
+3,705% +$710K 0.02% 635
2014
Q2 		$19K Sell
161
-7
-4% -$751 ﹤0.01% 2700
2014
Q1 		$17K Hold
168
– – ﹤0.01% 2675
2013
Q4 		$16K Hold
168
– – ﹤0.01% 2667
2013
Q3 		$15K Sell
168
-3
-2% -$252 ﹤0.01% 2632
2013
Q2 		$14K Buy
+171
New +$13.2K ﹤0.01% 2533

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
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ladenburg Thalmann Financial Services's KEX Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Kirby Corp (KEX) stake by 18% in Q4 2019, selling an estimated $13.2K and leaving 703 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #3361.

Ladenburg Thalmann Financial Services first reported a position in KEX in Q2 2013 and has held it in 27 quarters since. The position peaked at $730K in Q3 2014. 276 funds tracked by Wall St. Rank hold KEX as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 703 shares of Kirby Corp worth $63K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 159 Kirby Corp shares in Q4 2019, an estimated $13.2K.
  • Kirby Corp made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3361 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Kirby Corp in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Kirby Corp position peaked at $730K in Q3 2014.
  • 276 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.