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Moneta Group Investment Advisors’s Kirby Corp KEX Stock Holding History

Moneta Group Investment 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
2015
Q4 		– Sell
-133
Closed -$8K – 285
2015
Q3 		$8K Buy
+133
New +$9.4K ﹤0.01% 444

Other funds holding KEX

Vanguard Group
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Moneta Group Investment Advisors's KEX Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of Kirby Corp (KEX) in Q4 2015, closing a stake of 133 shares — an estimated $8K sold.

Moneta Group Investment Advisors first reported a position in KEX in Q3 2015 and held it in 1 quarter. The position peaked at $8K in Q3 2015. 273 funds tracked by Wall St. Rank hold KEX as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Kirby Corp position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 133 Kirby Corp shares in Q4 2015, an estimated $8K.
  • Moneta Group Investment Advisors first reported a position in Kirby Corp in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Kirby Corp position peaked at $8K in Q3 2015.
  • 273 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.