Proficio Capital Partners’s Kirby Corp KEX Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-188	Closed	-$15K	–	860
2019 Q2	$15K	Hold	188	–	–	0.01%	802
2019 Q1	$14K	Hold	188	–	–	0.01%	785
2018 Q4	$13K	Hold	188	–	–	0.01%	664
2018 Q3	$15K	Hold	188	–	–	﹤0.01%	689
2018 Q2	$16K	Hold	188	–	–	0.01%	669
2018 Q1	$14K	Hold	188	–	–	﹤0.01%	704
2017 Q4	$13K	Buy	188 +130	+224%	+$8.52K	﹤0.01%	726
2017 Q3	$4K	Hold	58	–	–	﹤0.01%	990
2017 Q2	$4K	Sell	58 -120	-67%	-$8.18K	﹤0.01%	998
2017 Q1	$12K	Buy	178 +120	+207%	+$8.19K	0.01%	764
2016 Q4	$4K	Hold	58	–	–	﹤0.01%	788
2016 Q3	$4K	Buy	58 +30	+107%	+$1.72K	﹤0.01%	754
2016 Q2	$2K	Hold	28	–	–	﹤0.01%	821
2016 Q1	$2K	Buy	+28	New	+$1.53K	﹤0.01%	754

Other funds holding KEX

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

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

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

ACH

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Proficio Capital Partners's KEX Position: Q3 2019 in Review

Proficio Capital Partners sold out of Kirby Corp (KEX) in Q3 2019, closing a stake of 188 shares — an estimated $15K sold.

Proficio Capital Partners first reported a position in KEX in Q1 2016 and held it in 14 quarters. The position peaked at $16K in Q2 2018. 258 funds tracked by Wall St. Rank hold KEX as of Q3 2019.

Proficio Capital Partners reported no remaining Kirby Corp position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 188 Kirby Corp shares in Q3 2019, an estimated $15K.
Proficio Capital Partners first reported a position in Kirby Corp in Q1 2016 and held it in 14 quarters.
Proficio Capital Partners's Kirby Corp position peaked at $16K in Q2 2018.
258 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.