Palisade Capital Management’s Kirby Corp KEX Stock Holding History

Palisade 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
2016 Q3	–	Sell	-12,300	Closed	-$767K	–	572
2016 Q2	$767K	Buy	+12,300	New	+$806K	0.03%	435
2014 Q4	–	Sell	-10,000	Closed	-$1.18M	–	486
2014 Q3	$1.18M	Buy	10,000 +3,000	+43%	+$357K	0.03%	368
2014 Q2	$820K	Hold	7,000	–	–	0.02%	378
2014 Q1	$709K	Sell	7,000 -1,000	-13%	-$101K	0.02%	386
2013 Q4	$794K	Hold	8,000	–	–	0.02%	356
2013 Q3	$692K	Buy	8,000 +4,000	+100%	+$336K	0.02%	381
2013 Q2	$318K	Buy	+4,000	New	+$308K	0.01%	389

Other funds holding KEX

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Palisade Capital Management's KEX Position: Q3 2016 in Review

Palisade Capital Management sold out of Kirby Corp (KEX) in Q3 2016, closing a stake of 12,300 shares — an estimated $767K sold.

Palisade Capital Management first reported a position in KEX in Q2 2013 and held it in 7 quarters. The position peaked at $1.18M in Q3 2014. 268 funds tracked by Wall St. Rank hold KEX as of Q3 2016.

Palisade Capital Management reported no remaining Kirby Corp position as of Q3 2016 after selling out during the quarter.
Palisade Capital Management sold 12,300 Kirby Corp shares in Q3 2016, an estimated $767K.
Palisade Capital Management first reported a position in Kirby Corp in Q2 2013 and held it in 7 quarters.
Palisade Capital Management's Kirby Corp position peaked at $1.18M in Q3 2014.
268 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2016.

Based on Palisade Capital Management's 13F filing for Q3 2016, filed 8 Nov 2016.