MBE Wealth Management’s Kirby Corp KEX Stock Holding History

MBE Wealth 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
2020 Q2	–	Sell	-477	Closed	-$20K	–	300
2020 Q1	$20K	Buy	+477	New	+$32.5K	0.02%	219

Other funds holding KEX

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

MBE Wealth Management's KEX Position: Q2 2020 in Review

MBE Wealth Management sold out of Kirby Corp (KEX) in Q2 2020, closing a stake of 477 shares — an estimated $20K sold.

MBE Wealth Management first reported a position in KEX in Q1 2020 and held it in 1 quarter. The position peaked at $20K in Q1 2020. 244 funds tracked by Wall St. Rank hold KEX as of Q2 2020.

MBE Wealth Management reported no remaining Kirby Corp position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 477 Kirby Corp shares in Q2 2020, an estimated $20K.
MBE Wealth Management first reported a position in Kirby Corp in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's Kirby Corp position peaked at $20K in Q1 2020.
244 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.