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RWA Wealth Partners’s Kirby Corp KEX Stock Holding History

RWA Wealth Partners’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
Q3 		– Sell
-348
Closed -$29K – 486
2018
Q2 		$29K Hold
348
– – ﹤0.01% 487
2018
Q1 		$27K Buy
+348
New +$26K ﹤0.01% 388

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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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

RWA Wealth Partners's KEX Position: Q3 2018 in Review

RWA Wealth Partners sold out of Kirby Corp (KEX) in Q3 2018, closing a stake of 348 shares — an estimated $29K sold.

RWA Wealth Partners first reported a position in KEX in Q1 2018 and held it in 2 quarters. The position peaked at $29K in Q2 2018. 253 funds tracked by Wall St. Rank hold KEX as of Q3 2018.

  • RWA Wealth Partners reported no remaining Kirby Corp position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 348 Kirby Corp shares in Q3 2018, an estimated $29K.
  • RWA Wealth Partners first reported a position in Kirby Corp in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's Kirby Corp position peaked at $29K in Q2 2018.
  • 253 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.