RGT Wealth Advisors’s Kirby Corp KEX Stock Holding History

RGT Wealth 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
2018 Q2	–	Sell	-8,474	Closed	-$652K	–	61
2018 Q1	$652K	Hold	8,474	–	–	0.31%	37
2017 Q4	$566K	Buy	8,474 +2,846	+51%	+$187K	0.3%	38
2017 Q3	$371K	Hold	5,628	–	–	0.25%	47
2017 Q2	$376K	Hold	5,628	–	–	0.26%	42
2017 Q1	$397K	Sell	5,628 -600	-10%	-$41K	0.27%	46
2016 Q4	$414K	Buy	+6,228	New	+$394K	0.23%	52

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ACH

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

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

RGT Wealth Advisors's KEX Position: Q2 2018 in Review

RGT Wealth Advisors sold out of Kirby Corp (KEX) in Q2 2018, closing a stake of 8,474 shares — an estimated $652K sold.

RGT Wealth Advisors first reported a position in KEX in Q4 2016 and held it in 6 quarters. The position peaked at $652K in Q1 2018. 271 funds tracked by Wall St. Rank hold KEX as of Q2 2018.

RGT Wealth Advisors reported no remaining Kirby Corp position as of Q2 2018 after selling out during the quarter.
RGT Wealth Advisors sold 8,474 Kirby Corp shares in Q2 2018, an estimated $652K.
RGT Wealth Advisors first reported a position in Kirby Corp in Q4 2016 and held it in 6 quarters.
RGT Wealth Advisors's Kirby Corp position peaked at $652K in Q1 2018.
271 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2018.

Based on RGT Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.