Security National Trust’s Kirby Corp KEX Stock Holding History

Security National Trust’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	-50	Closed	-$3K	–	461
2016 Q1	$3K	Sell	50 -50	-50%	-$2.73K	﹤0.01%	435
2015 Q4	$5K	Hold	100	–	–	﹤0.01%	412
2015 Q3	$6K	Hold	100	–	–	﹤0.01%	409
2015 Q2	$8K	Hold	100	–	–	﹤0.01%	411
2015 Q1	$8K	Hold	100	–	–	﹤0.01%	420
2014 Q4	$8K	Hold	100	–	–	﹤0.01%	435
2014 Q3	$12K	Hold	100	–	–	﹤0.01%	395
2014 Q2	$12K	Buy	+100	New	+$10.7K	﹤0.01%	400

Other funds holding KEX

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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) 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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Security National Trust's KEX Position: Q2 2016 in Review

Security National Trust sold out of Kirby Corp (KEX) in Q2 2016, closing a stake of 50 shares — an estimated $3K sold.

Security National Trust first reported a position in KEX in Q2 2014 and held it in 8 quarters. The position peaked at $12K in Q3 2014. 268 funds tracked by Wall St. Rank hold KEX as of Q2 2016.

Security National Trust reported no remaining Kirby Corp position as of Q2 2016 after selling out during the quarter.
Security National Trust sold 50 Kirby Corp shares in Q2 2016, an estimated $3K.
Security National Trust first reported a position in Kirby Corp in Q2 2014 and held it in 8 quarters.
Security National Trust's Kirby Corp position peaked at $12K in Q3 2014.
268 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2016.

Based on Security National Trust's 13F filing for Q2 2016, filed 22 Jul 2016.