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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 – 760
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

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Veritable's KEX Position: Q4 2016 in Review

Veritable sold out of Kirby Corp (KEX) in Q4 2016, closing a stake of 3,501 shares — an estimated $218K sold.

Veritable first reported a position in KEX in Q2 2013 and held it in 13 quarters. The position peaked at $1.16M in Q2 2014. 271 funds tracked by Wall St. Rank hold KEX as of Q4 2016.

  • Veritable reported no remaining Kirby Corp position as of Q4 2016 after selling out during the quarter.
  • Veritable sold 3,501 Kirby Corp shares in Q4 2016, an estimated $218K.
  • Veritable first reported a position in Kirby Corp in Q2 2013 and held it in 13 quarters.
  • Veritable's Kirby Corp position peaked at $1.16M in Q2 2014.
  • 271 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2016.

Based on Veritable's 13F filing for Q4 2016, filed 14 Feb 2017.