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Old Mutual Customised Solutions’s Kirby Corp KEX Stock Holding History

Old Mutual Customised Solutions’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
2013
Q3 		– Sell
-500
Closed -$40K – 1015
2013
Q2 		$40K Buy
+500
New +$38.5K 0.01% 777

Other funds holding KEX

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Old Mutual Customised Solutions's KEX Position: Q3 2013 in Review

Old Mutual Customised Solutions sold out of Kirby Corp (KEX) in Q3 2013, closing a stake of 500 shares — an estimated $40K sold.

Old Mutual Customised Solutions first reported a position in KEX in Q2 2013 and held it in 1 quarter. The position peaked at $40K in Q2 2013. 265 funds tracked by Wall St. Rank hold KEX as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining Kirby Corp position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 500 Kirby Corp shares in Q3 2013, an estimated $40K.
  • Old Mutual Customised Solutions first reported a position in Kirby Corp in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's Kirby Corp position peaked at $40K in Q2 2013.
  • 265 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2013.

Based on Old Mutual Customised Solutions's 13F filing for Q3 2013, filed 6 Nov 2013.