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New England Securities’s Kirby Corp KEX Stock Holding History

New England Securities’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
Q4 		$3K Buy
40
+10
+33% +$991 ﹤0.01% 1398
2014
Q3 		$4K Hold
30
– – ﹤0.01% 1341
2014
Q2 		$4K Sell
30
-20
-40% -$2.15K ﹤0.01% 1384
2014
Q1 		$5K Buy
50
+10
+25% +$1.01K ﹤0.01% 1260
2013
Q4 		$4K Sell
40
-50
-56% -$4.59K ﹤0.01% 1280
2013
Q3 		$8K Buy
90
+30
+50% +$2.52K ﹤0.01% 1058
2013
Q2 		$5K Buy
+60
New +$4.62K ﹤0.01% 1050

Other funds holding KEX

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Luther King Capital Management (LKCM)
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

New England Securities's KEX Position: Q4 2014 in Review

New England Securities increased its Kirby Corp (KEX) stake by 33% in Q4 2014, buying an estimated $991 and bringing the position to 40 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

New England Securities first reported a position in KEX in Q2 2013 and has held it in 7 quarters since. The position peaked at $8K in Q3 2013. 324 funds tracked by Wall St. Rank hold KEX as of Q4 2014.

  • New England Securities held 40 shares of Kirby Corp worth $3K as of Q4 2014.
  • New England Securities bought 10 Kirby Corp shares in Q4 2014, an estimated $991.
  • Kirby Corp made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1398 holding.
  • New England Securities first reported a position in Kirby Corp in Q2 2013 and has held it in 7 quarters since.
  • New England Securities's Kirby Corp position peaked at $8K in Q3 2013.
  • 324 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.