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Plante Moran Financial Advisors’s Kirby Corp KEX Stock Holding History

Plante Moran Financial Advisors’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
2014
Q4 		– Sell
-50
Closed -$6K – 828
2014
Q3 		$6K Hold
50
– – 0.01% 643
2014
Q2 		$6K Hold
50
– – 0.01% 637
2014
Q1 		$5K Buy
+50
New +$5.04K 0.01% 463

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Plante Moran Financial Advisors's KEX Position: Q4 2014 in Review

Plante Moran Financial Advisors sold out of Kirby Corp (KEX) in Q4 2014, closing a stake of 50 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in KEX in Q1 2014 and held it in 3 quarters. The position peaked at $6K in Q3 2014. 324 funds tracked by Wall St. Rank hold KEX as of Q4 2014.

  • Plante Moran Financial Advisors reported no remaining Kirby Corp position as of Q4 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 50 Kirby Corp shares in Q4 2014, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in Kirby Corp in Q1 2014 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Kirby Corp position peaked at $6K in Q3 2014.
  • 324 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2014, filed 27 Jan 2015.