Lenox Wealth Advisors’s Kirby Corp KEX Stock Holding History

Lenox Wealth 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
2014 Q1	–	Sell	-18	Closed	-$2K	–	273
2013 Q4	$2K	Buy	+18	New	+$1.65K	﹤0.01%	313

Other funds holding KEX

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFA

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lenox Wealth Advisors's KEX Position: Q1 2014 in Review

Lenox Wealth Advisors sold out of Kirby Corp (KEX) in Q1 2014, closing a stake of 18 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in KEX in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 296 funds tracked by Wall St. Rank hold KEX as of Q1 2014.

Lenox Wealth Advisors reported no remaining Kirby Corp position as of Q1 2014 after selling out during the quarter.
Lenox Wealth Advisors sold 18 Kirby Corp shares in Q1 2014, an estimated $2K.
Lenox Wealth Advisors first reported a position in Kirby Corp in Q4 2013 and held it in 1 quarter.
Lenox Wealth Advisors's Kirby Corp position peaked at $2K in Q4 2013.
296 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2014.

Based on Lenox Wealth Advisors's 13F filing for Q1 2014, filed 3 Apr 2014.