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United Capital Financial Advisors’s Kirby Corp KEX Stock Holding History

United Capital Financial 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
2020
Q1 		– Sell
-11,775
Closed -$1.05M – 1289
2019
Q4 		$1.05M Buy
+11,775
New +$976K 0.01% 762

Other funds holding KEX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

United Capital Financial Advisors's KEX Position: Q1 2020 in Review

United Capital Financial Advisors sold out of Kirby Corp (KEX) in Q1 2020, closing a stake of 11,775 shares — an estimated $1.05M sold.

United Capital Financial Advisors first reported a position in KEX in Q4 2019 and held it in 1 quarter. The position peaked at $1.05M in Q4 2019. 235 funds tracked by Wall St. Rank hold KEX as of Q1 2020.

  • United Capital Financial Advisors reported no remaining Kirby Corp position as of Q1 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,775 Kirby Corp shares in Q1 2020, an estimated $1.05M.
  • United Capital Financial Advisors first reported a position in Kirby Corp in Q4 2019 and held it in 1 quarter.
  • United Capital Financial Advisors's Kirby Corp position peaked at $1.05M in Q4 2019.
  • 235 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.