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Wealthfront’s Kirby Corp KEX Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-190
Closed -$12K – 687
2015
Q3 		$12K Buy
190
+34
+22% +$2.4K ﹤0.01% 902
2015
Q2 		$12K Buy
156
+117
+300% +$9.27K ﹤0.01% 780
2015
Q1 		$3K Buy
39
+38
+3,800% +$2.93K ﹤0.01% 919
2014
Q4 		$0 Buy
+1
New +$99 ﹤0.01% 836

Other funds holding KEX

Vanguard Group
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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

Wealthfront's KEX Position: Q4 2015 in Review

Wealthfront sold out of Kirby Corp (KEX) in Q4 2015, closing a stake of 190 shares — an estimated $12K sold.

Wealthfront first reported a position in KEX in Q4 2014 and held it in 4 quarters. The position peaked at $12K in Q3 2015. 273 funds tracked by Wall St. Rank hold KEX as of Q4 2015.

  • Wealthfront reported no remaining Kirby Corp position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 190 Kirby Corp shares in Q4 2015, an estimated $12K.
  • Wealthfront first reported a position in Kirby Corp in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Kirby Corp position peaked at $12K in Q3 2015.
  • 273 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.