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Rational Advisors’s Kirby Corp KEX Stock Holding History

Rational 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
2015
Q2 		– Sell
-203
Closed -$15K – 499
2015
Q1 		$15K Sell
203
-132
-39% -$10.2K ﹤0.01% 303
2014
Q4 		$27K Buy
+335
New +$33.2K 0.01% 321
2013
Q4 		$144K Sell
1,448
-250
-15% -$23K 0.01% 536
2013
Q3 		$147K Sell
1,698
-76
-4% -$6.38K 0.01% 563
2013
Q2 		$141K Buy
+1,774
New +$137K 0.01% 556

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rational Advisors's KEX Position: Q2 2015 in Review

Rational Advisors sold out of Kirby Corp (KEX) in Q2 2015, closing a stake of 203 shares — an estimated $15K sold.

Rational Advisors first reported a position in KEX in Q2 2013 and held it in 5 quarters. The position peaked at $147K in Q3 2013. 281 funds tracked by Wall St. Rank hold KEX as of Q2 2015.

  • Rational Advisors reported no remaining Kirby Corp position as of Q2 2015 after selling out during the quarter.
  • Rational Advisors sold 203 Kirby Corp shares in Q2 2015, an estimated $15K.
  • Rational Advisors first reported a position in Kirby Corp in Q2 2013 and held it in 5 quarters.
  • Rational Advisors's Kirby Corp position peaked at $147K in Q3 2013.
  • 281 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2015.

Based on Rational Advisors's 13F filing for Q2 2015, filed 3 Aug 2015.