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Stratos Wealth Partners’s Kirby Corp KEX Stock Holding History

Stratos 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
Q4 		– Sell
-6
Closed – – 1709
2018
Q3 		$0 Buy
+6
New +$503 ﹤0.01% 3012
2018
Q2 		– Sell
-6
Closed – – 1832
2018
Q1 		$0 Sell
6
-18
-75% -$1.35K ﹤0.01% 3170
2017
Q4 		$2K Buy
+24
New +$1.57K ﹤0.01% 2604

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ACM
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ACH
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Stratos Wealth Partners's KEX Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Kirby Corp (KEX) in Q4 2018, closing a stake of 6 shares.

Stratos Wealth Partners first reported a position in KEX in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q4 2017. 250 funds tracked by Wall St. Rank hold KEX as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Kirby Corp position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 6 Kirby Corp shares in Q4 2018.
  • Stratos Wealth Partners first reported a position in Kirby Corp in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Kirby Corp position peaked at $2K in Q4 2017.
  • 250 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.