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Turner Investments’s Kirby Corp KEX Stock Holding History

Turner Investments’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
2014
Q4 		– Sell
-19,428
Closed -$2.29M – 519
2014
Q3 		$2.29M Sell
19,428
-4,862
-20% -$579K 0.14% 217
2014
Q2 		$2.85M Sell
24,290
-8,630
-26% -$926K 0.13% 221
2014
Q1 		$3.33M Sell
32,920
-89,512
-73% -$9.02M 0.09% 254
2013
Q4 		$12.2M Buy
122,432
+36,662
+43% +$3.37M 0.22% 151
2013
Q3 		$7.42M Buy
85,770
+1,490
+2% +$125K 0.12% 229
2013
Q2 		$6.7M Buy
+84,280
New +$6.49M 0.09% 264

Other funds holding KEX

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Turner Investments's KEX Position: Q4 2014 in Review

Turner Investments sold out of Kirby Corp (KEX) in Q4 2014, closing a stake of 19,428 shares — an estimated $2.29M sold.

Turner Investments first reported a position in KEX in Q2 2013 and held it in 6 quarters. The position peaked at $12.2M in Q4 2013. 324 funds tracked by Wall St. Rank hold KEX as of Q4 2014.

  • Turner Investments reported no remaining Kirby Corp position as of Q4 2014 after selling out during the quarter.
  • Turner Investments sold 19,428 Kirby Corp shares in Q4 2014, an estimated $2.29M.
  • Turner Investments first reported a position in Kirby Corp in Q2 2013 and held it in 6 quarters.
  • Turner Investments's Kirby Corp position peaked at $12.2M in Q4 2013.
  • 324 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2014.

Based on Turner Investments's 13F filing for Q4 2014, filed 12 Feb 2015.