Tom Bancroft’s Kirby Corp KEX Stock Holding History

Tom Bancroft’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 Q1	–	Sell	-67,600	Closed	-$3.56M	–	12
2015 Q4	$3.56M	Hold	67,600	–	–	0.59%	12
2015 Q3	$4.19M	Buy	+67,600	New	+$4.78M	0.68%	12

Other funds holding KEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Tom Bancroft's KEX Position: Q1 2016 in Review

Tom Bancroft sold out of Kirby Corp (KEX) in Q1 2016, closing a stake of 67,600 shares — an estimated $3.56M sold.

Tom Bancroft first reported a position in KEX in Q3 2015 and held it in 2 quarters. The position peaked at $4.19M in Q3 2015. 262 funds tracked by Wall St. Rank hold KEX as of Q1 2016.

Tom Bancroft reported no remaining Kirby Corp position as of Q1 2016 after selling out during the quarter.
Tom Bancroft sold 67,600 Kirby Corp shares in Q1 2016, an estimated $3.56M.
Tom Bancroft first reported a position in Kirby Corp in Q3 2015 and held it in 2 quarters.
Tom Bancroft's Kirby Corp position peaked at $4.19M in Q3 2015.
262 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2016.

Based on Makaira Partners's 13F filing for Q1 2016, filed 13 May 2016.