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Summit Partners Public Asset Management’s Kirby Corp KEX Stock Holding History

Summit Partners Public Asset Management’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
Q3 		– Sell
-50,000
Closed -$3.12M – 107
2016
Q2 		$3.12M Buy
+50,000
New +$3.27M 0.57% 52

Other funds holding KEX

ACM
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Vanguard Group
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Baillie Gifford & Co
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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

Summit Partners Public Asset Management's KEX Position: Q3 2016 in Review

Summit Partners Public Asset Management sold out of Kirby Corp (KEX) in Q3 2016, closing a stake of 50,000 shares — an estimated $3.12M sold.

Summit Partners Public Asset Management first reported a position in KEX in Q2 2016 and held it in 1 quarter. The position peaked at $3.12M in Q2 2016. 268 funds tracked by Wall St. Rank hold KEX as of Q3 2016.

  • Summit Partners Public Asset Management reported no remaining Kirby Corp position as of Q3 2016 after selling out during the quarter.
  • Summit Partners Public Asset Management sold 50,000 Kirby Corp shares in Q3 2016, an estimated $3.12M.
  • Summit Partners Public Asset Management first reported a position in Kirby Corp in Q2 2016 and held it in 1 quarter.
  • Summit Partners Public Asset Management's Kirby Corp position peaked at $3.12M in Q2 2016.
  • 268 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2016.

Based on Summit Partners Public Asset Management's 13F filing for Q3 2016, filed 14 Nov 2016.