Veritable’s Kirby Corp KEX Stock Holding History

Veritable’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 Q4	–	Sell	-3,501	Closed	-$218K	–	761
2016 Q3	$218K	Buy	3,501 +79	+2%	+$4.53K	0.01%	669
2016 Q2	$214K	Buy	3,422 +37	+1%	+$2.42K	0.01%	658
2016 Q1	$204K	Buy	+3,385	New	+$185K	0.01%	662
2015 Q4	–	Sell	-11,540	Closed	-$715K	–	754
2015 Q3	$715K	Buy	11,540 +45	+0.4%	+$3.18K	0.02%	368
2015 Q2	$881K	Sell	11,495 -120	-1%	-$9.51K	0.02%	330
2015 Q1	$872K	Buy	11,615 +485	+4%	+$37.4K	0.02%	442
2014 Q4	$899K	Buy	11,130 +2,621	+31%	+$260K	0.02%	432
2014 Q3	$1M	Sell	8,509 -1,366	-14%	-$163K	0.02%	406
2014 Q2	$1.16M	Sell	9,875 -34	-0.3%	-$3.65K	0.02%	379
2014 Q1	$1M	Sell	9,909 -778	-7%	-$78.4K	0.02%	400
2013 Q4	$1.06M	Hold	10,687	–	–	0.02%	383
2013 Q3	$925K	Buy	10,687 +32	+0.3%	+$2.68K	0.02%	407
2013 Q2	$847K	Buy	+10,655	New	+$821K	0.02%	439

Other funds holding KEX

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

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

Capital World Investors

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

Wellington Management Group

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return