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UBS’s Kirby Corp KEX Stock Holding History

UBS’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
Q3 		$3.93M Sell
33,320
-7,184
-18% -$855K ﹤0.01% 2269
2014
Q2 		$4.75M Buy
40,504
+9,181
+29% +$985K ﹤0.01% 2016
2014
Q1 		$3.17M Sell
31,323
-494
-2% -$49.8K ﹤0.01% 2306
2013
Q4 		$3.16M Buy
31,817
+2,219
+7% +$204K ﹤0.01% 2337
2013
Q3 		$2.56M Sell
29,598
-6,233
-17% -$523K ﹤0.01% 2352
2013
Q2 		$2.85M Buy
+35,831
New +$2.76M ﹤0.01% 2159

Other funds holding KEX

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

UBS's KEX Position: Q3 2014 in Review

UBS reduced its Kirby Corp (KEX) stake by 18% in Q3 2014, selling an estimated $855K and leaving 33,320 shares worth $3.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2269.

UBS first reported a position in KEX in Q2 2013 and has held it in 6 quarters since. The position peaked at $4.75M in Q2 2014. 328 funds tracked by Wall St. Rank hold KEX as of Q3 2014.

  • UBS held 33,320 shares of Kirby Corp worth $3.93M as of Q3 2014.
  • UBS sold 7,184 Kirby Corp shares in Q3 2014, an estimated $855K.
  • Kirby Corp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2269 holding.
  • UBS first reported a position in Kirby Corp in Q2 2013 and has held it in 6 quarters since.
  • UBS's Kirby Corp position peaked at $4.75M in Q2 2014.
  • 328 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.