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Legacy Financial Advisors’s Kirby Corp KEX Stock Holding History

Legacy 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
2019
Q2 		– Sell
-76
Closed -$6K – 529
2019
Q1 		$6K Hold
76
– – ﹤0.01% 732
2018
Q4 		$5K Buy
76
+24
+46% +$1.78K ﹤0.01% 733
2018
Q3 		$4K Hold
52
– – ﹤0.01% 727
2018
Q2 		$5K Hold
52
– – ﹤0.01% 697
2018
Q1 		$4K Buy
52
+30
+136% +$2.25K ﹤0.01% 681
2017
Q4 		$1K Buy
+22
New +$1.44K ﹤0.01% 774

Other funds holding KEX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $12.5B AUM 7.49% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Legacy Financial Advisors's KEX Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Kirby Corp (KEX) in Q2 2019, closing a stake of 76 shares — an estimated $6K sold.

Legacy Financial Advisors first reported a position in KEX in Q4 2017 and held it in 6 quarters. The position peaked at $6K in Q1 2019. 270 funds tracked by Wall St. Rank hold KEX as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Kirby Corp position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 76 Kirby Corp shares in Q2 2019, an estimated $6K.
  • Legacy Financial Advisors first reported a position in Kirby Corp in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Kirby Corp position peaked at $6K in Q1 2019.
  • 270 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.