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Shepherd Kaplan Krochuk’s Kirby Corp KEX Stock Holding History

Shepherd Kaplan Krochuk’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
2014
Q4 		– Sell
-2,257
Closed -$266K – 516
2014
Q3 		$266K Buy
+2,257
New +$269K 0.03% 372

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Shepherd Kaplan Krochuk's KEX Position: Q4 2014 in Review

Shepherd Kaplan Krochuk sold out of Kirby Corp (KEX) in Q4 2014, closing a stake of 2,257 shares — an estimated $266K sold.

Shepherd Kaplan Krochuk first reported a position in KEX in Q3 2014 and held it in 1 quarter. The position peaked at $266K in Q3 2014. 324 funds tracked by Wall St. Rank hold KEX as of Q4 2014.

  • Shepherd Kaplan Krochuk reported no remaining Kirby Corp position as of Q4 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 2,257 Kirby Corp shares in Q4 2014, an estimated $266K.
  • Shepherd Kaplan Krochuk first reported a position in Kirby Corp in Q3 2014 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Kirby Corp position peaked at $266K in Q3 2014.
  • 324 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2014, filed 17 Feb 2015.