RIA
KEX icon

Regal Investment Advisors’s Kirby Corp KEX Stock Holding History

Regal Investment 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
Q1 		– Sell
-50
Closed -$4K – 1006
2014
Q4 		$4K Buy
+50
New +$4.95K ﹤0.01% 773

Other funds holding KEX

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $23.1B AUM 21.31% 1-Year Est. Return

Regal Investment Advisors's KEX Position: Q1 2015 in Review

Regal Investment Advisors sold out of Kirby Corp (KEX) in Q1 2015, closing a stake of 50 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in KEX in Q4 2014 and held it in 1 quarter. The position peaked at $4K in Q4 2014. 268 funds tracked by Wall St. Rank hold KEX as of Q1 2015.

  • Regal Investment Advisors reported no remaining Kirby Corp position as of Q1 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 50 Kirby Corp shares in Q1 2015, an estimated $4K.
  • Regal Investment Advisors first reported a position in Kirby Corp in Q4 2014 and held it in 1 quarter.
  • Regal Investment Advisors's Kirby Corp position peaked at $4K in Q4 2014.
  • 268 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2015.

Based on Regal Investment Advisors's 13F filing for Q1 2015, filed 30 Apr 2015.