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Newland Capital Management’s Kirby Corp KEX Stock Holding History

Newland Capital Management’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
-63,706
Closed -$3.95M – 17
2015
Q3 		$3.95M Sell
63,706
-3,970
-6% -$281K 3.59% 9
2015
Q2 		$5.19M Buy
+67,676
New +$5.36M 4.22% 8

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 $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Newland Capital Management's KEX Position: Q4 2015 in Review

Newland Capital Management sold out of Kirby Corp (KEX) in Q4 2015, closing a stake of 63,706 shares — an estimated $3.95M sold.

Newland Capital Management first reported a position in KEX in Q2 2015 and held it in 2 quarters. The position peaked at $5.19M in Q2 2015. 273 funds tracked by Wall St. Rank hold KEX as of Q4 2015.

  • Newland Capital Management reported no remaining Kirby Corp position as of Q4 2015 after selling out during the quarter.
  • Newland Capital Management sold 63,706 Kirby Corp shares in Q4 2015, an estimated $3.95M.
  • Newland Capital Management first reported a position in Kirby Corp in Q2 2015 and held it in 2 quarters.
  • Newland Capital Management's Kirby Corp position peaked at $5.19M in Q2 2015.
  • 273 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2015.

Based on Newland Capital Management's 13F filing for Q4 2015.