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Next Capital Management’s Kirby Corp KEX Stock Holding History

Next 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
2019
Q3 		– Sell
-13
Closed -$1K – 534
2019
Q2 		$1K Buy
+13
New +$1.04K ﹤0.01% 804

Other funds holding KEX

Baillie Gifford & Co
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Next Capital Management's KEX Position: Q3 2019 in Review

Next Capital Management sold out of Kirby Corp (KEX) in Q3 2019, closing a stake of 13 shares — an estimated $1K sold.

Next Capital Management first reported a position in KEX in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 258 funds tracked by Wall St. Rank hold KEX as of Q3 2019.

  • Next Capital Management reported no remaining Kirby Corp position as of Q3 2019 after selling out during the quarter.
  • Next Capital Management sold 13 Kirby Corp shares in Q3 2019, an estimated $1K.
  • Next Capital Management first reported a position in Kirby Corp in Q2 2019 and held it in 1 quarter.
  • Next Capital Management's Kirby Corp position peaked at $1K in Q2 2019.
  • 258 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2019.

Based on Next Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.