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Perkins Investment Management’s Kirby Corp KEX Stock Holding History

Perkins Investment 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
Q4 		– Sell
-45,810
Closed -$2.85M – 260
2016
Q3 		$2.85M Sell
45,810
-344,422
-88% -$19.8M 0.04% 180
2016
Q2 		$24.3M Sell
390,232
-11
-0% -$720 0.37% 91
2016
Q1 		$23.5M Buy
390,243
+10,428
+3% +$569K 0.35% 96
2015
Q4 		$20M Buy
379,815
+1,977
+0.5% +$122K 0.29% 102
2015
Q3 		$23.3M Sell
377,838
-290,033
-43% -$20.5M 0.34% 102
2015
Q2 		$51.2M Sell
667,871
-654,634
-49% -$51.9M 0.58% 66
2015
Q1 		$99.3M Sell
1,322,505
-42,161
-3% -$3.25M 1% 30
2014
Q4 		$110M Sell
1,364,666
-204,660
-13% -$20.3M 1.03% 28
2014
Q3 		$185M Sell
1,569,326
-176,430
-10% -$21M 1.69% 7
2014
Q2 		$204M Sell
1,745,756
-637,222
-27% -$68.4M 1.66% 10
2014
Q1 		$241M Sell
2,382,978
-273,990
-10% -$27.6M 1.85% 3
2013
Q4 		$264M Sell
2,656,968
-11,764
-0.4% -$1.08M 1.83% 1
2013
Q3 		$231M Buy
2,668,732
+495,649
+23% +$41.6M 1.59% 5
2013
Q2 		$173M Buy
+2,173,083
New +$167M 1.17% 7

Other funds holding KEX

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Perkins Investment Management's KEX Position: Q4 2016 in Review

Perkins Investment Management sold out of Kirby Corp (KEX) in Q4 2016, closing a stake of 45,810 shares — an estimated $2.85M sold.

Perkins Investment Management first reported a position in KEX in Q2 2013 and held it in 14 quarters. The position peaked at $264M in Q4 2013. 271 funds tracked by Wall St. Rank hold KEX as of Q4 2016.

  • Perkins Investment Management reported no remaining Kirby Corp position as of Q4 2016 after selling out during the quarter.
  • Perkins Investment Management sold 45,810 Kirby Corp shares in Q4 2016, an estimated $2.85M.
  • Perkins Investment Management first reported a position in Kirby Corp in Q2 2013 and held it in 14 quarters.
  • Perkins Investment Management's Kirby Corp position peaked at $264M in Q4 2013.
  • 271 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2016.

Based on Perkins Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.