Private Advisor Group’s Kirby Corp KEX Stock Holding History

Private Advisor Group’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
2020 Q3	–	Sell	-428	Closed	-$23K	–	2574
2020 Q2	$23K	Buy	+428	New	+$21.9K	﹤0.01%	2499
2015 Q3	–	Sell	-2,769	Closed	-$212K	–	1091
2015 Q2	$212K	Buy	+2,769	New	+$219K	0.01%	928
2014 Q4	–	Sell	-4,366	Closed	-$515K	–	1167
2014 Q3	$515K	Sell	4,366 -648	-13%	-$77.2K	0.04%	512
2014 Q2	$587K	Sell	5,014 -549	-10%	-$58.9K	0.05%	436
2014 Q1	$563K	Buy	5,563 +1,070	+24%	+$108K	0.06%	381
2013 Q4	$446K	Buy	+4,493	New	+$413K	0.05%	422

Other funds holding KEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Hound Partners New York $863M AUM 11.22% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Private Advisor Group's KEX Position: Q3 2020 in Review

Private Advisor Group sold out of Kirby Corp (KEX) in Q3 2020, closing a stake of 428 shares — an estimated $23K sold.

Private Advisor Group first reported a position in KEX in Q4 2013 and held it in 6 quarters. The position peaked at $587K in Q2 2014. 232 funds tracked by Wall St. Rank hold KEX as of Q3 2020.

Private Advisor Group reported no remaining Kirby Corp position as of Q3 2020 after selling out during the quarter.
Private Advisor Group sold 428 Kirby Corp shares in Q3 2020, an estimated $23K.
Private Advisor Group first reported a position in Kirby Corp in Q4 2013 and held it in 6 quarters.
Private Advisor Group's Kirby Corp position peaked at $587K in Q2 2014.
232 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.