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STALEY CAPITAL ADVISERS’s Kirby Corp KEX Stock Holding History

STALEY CAPITAL ADVISERS’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
Q1 		– Sell
-3,972
Closed -$265K – 163
2017
Q4 		$265K Hold
3,972
– – 0.02% 139
2017
Q3 		$262K Hold
3,972
– – 0.02% 141
2017
Q2 		$266K Buy
+3,972
New +$271K 0.02% 135

Other funds holding KEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

STALEY CAPITAL ADVISERS's KEX Position: Q1 2018 in Review

STALEY CAPITAL ADVISERS sold out of Kirby Corp (KEX) in Q1 2018, closing a stake of 3,972 shares — an estimated $265K sold.

STALEY CAPITAL ADVISERS first reported a position in KEX in Q2 2017 and held it in 3 quarters. The position peaked at $266K in Q2 2017. 259 funds tracked by Wall St. Rank hold KEX as of Q1 2018.

  • STALEY CAPITAL ADVISERS reported no remaining Kirby Corp position as of Q1 2018 after selling out during the quarter.
  • STALEY CAPITAL ADVISERS sold 3,972 Kirby Corp shares in Q1 2018, an estimated $265K.
  • STALEY CAPITAL ADVISERS first reported a position in Kirby Corp in Q2 2017 and held it in 3 quarters.
  • STALEY CAPITAL ADVISERS's Kirby Corp position peaked at $266K in Q2 2017.
  • 259 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2018.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2018, filed 9 May 2018.