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New York Life Trust’s Kirby Corp KEX Stock Holding History

New York Life Trust’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 		– Sell
-904
Closed -$107K – 216
2014
Q3 		$107K Buy
904
+130
+17% +$15.5K 0.44% 98
2014
Q2 		$91K Buy
+774
New +$83.1K 0.38% 118

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 York Life Trust's KEX Position: Q4 2014 in Review

New York Life Trust sold out of Kirby Corp (KEX) in Q4 2014, closing a stake of 904 shares — an estimated $107K sold.

New York Life Trust first reported a position in KEX in Q2 2014 and held it in 2 quarters. The position peaked at $107K in Q3 2014. 324 funds tracked by Wall St. Rank hold KEX as of Q4 2014.

  • New York Life Trust reported no remaining Kirby Corp position as of Q4 2014 after selling out during the quarter.
  • New York Life Trust sold 904 Kirby Corp shares in Q4 2014, an estimated $107K.
  • New York Life Trust first reported a position in Kirby Corp in Q2 2014 and held it in 2 quarters.
  • New York Life Trust's Kirby Corp position peaked at $107K in Q3 2014.
  • 324 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2014.

Based on New York Life Trust's 13F filing for Q4 2014, filed 13 Feb 2015.