Wall Street Associates’s Kirby Corp KEX Stock Holding History

Wall Street Associates’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	-10,167	Closed	-$1.2M	–	335
2014 Q3	$1.2M	Sell	10,167 -1,200	-11%	-$143K	0.12%	190
2014 Q2	$1.33M	Sell	11,367 -1,590	-12%	-$171K	0.11%	195
2014 Q1	$1.31M	Sell	12,957 -1,812	-12%	-$183K	0.11%	199
2013 Q4	$1.47M	Hold	14,769	–	–	0.12%	194
2013 Q3	$1.28M	Sell	14,769 -952	-6%	-$79.9K	0.12%	191
2013 Q2	$1.25M	Buy	+15,721	New	+$1.21M	0.13%	178

Other funds holding KEX

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Wall Street Associates's KEX Position: Q4 2014 in Review

Wall Street Associates sold out of Kirby Corp (KEX) in Q4 2014, closing a stake of 10,167 shares — an estimated $1.2M sold.

Wall Street Associates first reported a position in KEX in Q2 2013 and held it in 6 quarters. The position peaked at $1.47M in Q4 2013. 324 funds tracked by Wall St. Rank hold KEX as of Q4 2014.

Wall Street Associates reported no remaining Kirby Corp position as of Q4 2014 after selling out during the quarter.
Wall Street Associates sold 10,167 Kirby Corp shares in Q4 2014, an estimated $1.2M.
Wall Street Associates first reported a position in Kirby Corp in Q2 2013 and held it in 6 quarters.
Wall Street Associates's Kirby Corp position peaked at $1.47M in Q4 2013.
324 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2014.

Based on Wall Street Associates's 13F filing for Q4 2014, filed 12 Feb 2015.