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Rockefeller Financial Services’s Kirby Corp KEX Stock Holding History

Rockefeller Financial Services’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
2016
Q2 		– Sell
-181
Closed -$11K – 538
2016
Q1 		$11K Buy
+181
New +$9.87K ﹤0.01% 521
2014
Q3 		– Sell
-8
Closed -$1K – 540
2014
Q2 		$1K Buy
+8
New +$859 ﹤0.01% 582

Other funds holding KEX

Vanguard Group
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
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Rockefeller Financial Services's KEX Position: Q2 2016 in Review

Rockefeller Financial Services sold out of Kirby Corp (KEX) in Q2 2016, closing a stake of 181 shares — an estimated $11K sold.

Rockefeller Financial Services first reported a position in KEX in Q2 2014 and held it in 2 quarters. The position peaked at $11K in Q1 2016. 268 funds tracked by Wall St. Rank hold KEX as of Q2 2016.

  • Rockefeller Financial Services reported no remaining Kirby Corp position as of Q2 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 181 Kirby Corp shares in Q2 2016, an estimated $11K.
  • Rockefeller Financial Services first reported a position in Kirby Corp in Q2 2014 and held it in 2 quarters.
  • Rockefeller Financial Services's Kirby Corp position peaked at $11K in Q1 2016.
  • 268 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2016.

Based on Rockefeller Financial Services's 13F filing for Q2 2016, filed 20 Jul 2016.