Trust Investment Advisors’s Kirby Corp KEX Stock Holding History

Trust Investment Advisors’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 Q2	–	Sell	-6,110	Closed	-$368K	–	87
2016 Q1	$368K	Buy	6,110 +2,010	+49%	+$110K	0.41%	80
2015 Q4	$216K	Sell	4,100 -1,100	-21%	-$68.1K	0.26%	84
2015 Q3	$322K	Sell	5,200 -250	-5%	-$17.7K	0.37%	81
2015 Q2	$418K	Sell	5,450 -100	-2%	-$7.92K	0.42%	84
2015 Q1	$417K	Buy	5,550 +2,200	+66%	+$170K	0.41%	88
2014 Q4	$270K	Sell	3,350 -1,500	-31%	-$149K	0.28%	94
2014 Q3	$572K	Buy	4,850 +1,000	+26%	+$119K	0.55%	72
2014 Q2	$451K	Sell	3,850 -1,350	-26%	-$145K	0.43%	86
2014 Q1	$527K	Sell	5,200 -30	-0.6%	-$3.02K	0.53%	72
2013 Q4	$519K	Buy	+5,230	New	+$480K	0.54%	74

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

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

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

Dimensional Fund Advisors

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return