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MYCIO Wealth Partners’s Kirby Corp KEX Stock Holding History

MYCIO Wealth Partners’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
Q2 		– Sell
-500
Closed -$30K – 1143
2016
Q1 		$30K Buy
+500
New +$27.3K 0.01% 382
2014
Q1 		– Sell
-563
Closed -$56K – 639
2013
Q4 		$56K Buy
+563
New +$51.7K 0.01% 233

Other funds holding KEX

Vanguard Group
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MYCIO Wealth Partners's KEX Position: Q2 2016 in Review

MYCIO Wealth Partners sold out of Kirby Corp (KEX) in Q2 2016, closing a stake of 500 shares — an estimated $30K sold.

MYCIO Wealth Partners first reported a position in KEX in Q4 2013 and held it in 2 quarters. The position peaked at $56K in Q4 2013. 268 funds tracked by Wall St. Rank hold KEX as of Q2 2016.

  • MYCIO Wealth Partners reported no remaining Kirby Corp position as of Q2 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 500 Kirby Corp shares in Q2 2016, an estimated $30K.
  • MYCIO Wealth Partners first reported a position in Kirby Corp in Q4 2013 and held it in 2 quarters.
  • MYCIO Wealth Partners's Kirby Corp position peaked at $56K in Q4 2013.
  • 268 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2016.

Based on MYCIO Wealth Partners's 13F filing for Q2 2016, filed 10 Aug 2016.