Trust Company of Vermont’s Kirby Corp KEX Stock Holding History

Trust Company of Vermont’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	-85	Closed	-$5K	–	849
2016 Q2	$5K	Buy	+85	New	+$5.57K	﹤0.01%	700
2015 Q1	–	Sell	-75	Closed	-$6K	–	787
2014 Q4	$6K	Hold	75	–	–	﹤0.01%	697
2014 Q3	$9K	Buy	+75	New	+$8.93K	﹤0.01%	656

Other funds holding KEX

ACM

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BFA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Trust Company of Vermont's KEX Position: Q3 2016 in Review

Trust Company of Vermont sold out of Kirby Corp (KEX) in Q3 2016, closing a stake of 85 shares — an estimated $5K sold.

Trust Company of Vermont first reported a position in KEX in Q3 2014 and held it in 3 quarters. The position peaked at $9K in Q3 2014. 267 funds tracked by Wall St. Rank hold KEX as of Q3 2016.

Trust Company of Vermont reported no remaining Kirby Corp position as of Q3 2016 after selling out during the quarter.
Trust Company of Vermont sold 85 Kirby Corp shares in Q3 2016, an estimated $5K.
Trust Company of Vermont first reported a position in Kirby Corp in Q3 2014 and held it in 3 quarters.
Trust Company of Vermont's Kirby Corp position peaked at $9K in Q3 2014.
267 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2016.

Based on Trust Company of Vermont's 13F filing for Q3 2016, filed 21 Oct 2016.