Simply Money Advisors’s Kirby Corp KEX Stock Holding History

Simply Money 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
2013 Q3	–	Sell	-43	Closed	-$3K	–	252
2013 Q2	$3K	Buy	+43	New	+$3.31K	﹤0.01%	344

Other funds holding KEX

Select Equity Group New York $20.2B AUM 17.52% 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

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BFA

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Simply Money Advisors's KEX Position: Q3 2013 in Review

Simply Money Advisors sold out of Kirby Corp (KEX) in Q3 2013, closing a stake of 43 shares — an estimated $3K sold.

Simply Money Advisors first reported a position in KEX in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 265 funds tracked by Wall St. Rank hold KEX as of Q3 2013.

Simply Money Advisors reported no remaining Kirby Corp position as of Q3 2013 after selling out during the quarter.
Simply Money Advisors sold 43 Kirby Corp shares in Q3 2013, an estimated $3K.
Simply Money Advisors first reported a position in Kirby Corp in Q2 2013 and held it in 1 quarter.
Simply Money Advisors's Kirby Corp position peaked at $3K in Q2 2013.
265 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.