MSI Financial Services’s Kirby Corp KEX Stock Holding History

MSI 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
2016 Q4	$21K	Sell	321 -45	-12%	-$2.85K	﹤0.01%	2365
2016 Q3	$23K	Sell	366 -76	-17%	-$4.36K	﹤0.01%	2282
2016 Q2	$28K	Buy	442 +81	+22%	+$5.3K	﹤0.01%	2153
2016 Q1	$22K	Buy	361 +74	+26%	+$4.04K	﹤0.01%	2255
2015 Q4	$15K	Sell	287 -11	-4%	-$681	﹤0.01%	2478
2015 Q3	$18K	Buy	298 +6	+2%	+$424	﹤0.01%	1770
2015 Q2	$22K	Sell	292 -10	-3%	-$792	﹤0.01%	1746
2015 Q1	$23K	Buy	302 +55	+22%	+$4.24K	﹤0.01%	1734
2014 Q4	$20K	Sell	247 -305	-55%	-$30.2K	﹤0.01%	1515
2014 Q3	$65K	Buy	552 +297	+116%	+$35.4K	0.01%	990
2014 Q2	$30K	Buy	255 +48	+23%	+$5.15K	﹤0.01%	1321
2014 Q1	$21K	Sell	207 -8	-4%	-$806	﹤0.01%	1417
2013 Q4	$21K	Sell	215 -30	-12%	-$2.75K	﹤0.01%	1374
2013 Q3	$21K	Sell	245 -23	-9%	-$1.93K	﹤0.01%	1189
2013 Q2	$21K	Buy	+268	New	+$20.6K	﹤0.01%	1224

Other funds holding KEX

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BFA

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

BIT

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

MSI Financial Services's KEX Position: Q4 2016 in Review

MSI Financial Services reduced its Kirby Corp (KEX) stake by 12% in Q4 2016, selling an estimated $2.85K and leaving 321 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #2365.

MSI Financial Services first reported a position in KEX in Q2 2013 and has held it in 15 quarters since. The position peaked at $65K in Q3 2014. 271 funds tracked by Wall St. Rank hold KEX as of Q4 2016.

MSI Financial Services held 321 shares of Kirby Corp worth $21K as of Q4 2016.
MSI Financial Services sold 45 Kirby Corp shares in Q4 2016, an estimated $2.85K.
Kirby Corp made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2365 holding.
MSI Financial Services first reported a position in Kirby Corp in Q2 2013 and has held it in 15 quarters since.
MSI Financial Services's Kirby Corp position peaked at $65K in Q3 2014.
271 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.