PRW Wealth Management’s Kirby Corp KEX Stock Holding History

PRW Wealth 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
2019 Q2	–	Sell	-3	Closed	–	–	373
2019 Q1	$0	Hold	3	–	–	﹤0.01%	741
2018 Q4	$0	Buy	+3	New	+$222	﹤0.01%	721

Other funds holding KEX

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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 $16B AUM 4.15% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

PRW Wealth Management's KEX Position: Q2 2019 in Review

PRW Wealth Management sold out of Kirby Corp (KEX) in Q2 2019, closing a stake of 3 shares.

PRW Wealth Management first reported a position in KEX in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 270 funds tracked by Wall St. Rank hold KEX as of Q2 2019.

PRW Wealth Management reported no remaining Kirby Corp position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 3 Kirby Corp shares in Q2 2019.
PRW Wealth Management first reported a position in Kirby Corp in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Kirby Corp position peaked at $0 in Q1 2019.
270 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.