Wealthspire Advisors (Maryland)’s Kirby Corp KEX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-283	Closed	-$21K	–	1260
2019 Q1	$21K	Buy	283 +143	+102%	+$10.4K	﹤0.01%	1251
2018 Q4	$9K	Buy	140 +14	+11%	+$1.04K	﹤0.01%	1507
2018 Q3	$10K	Hold	126	–	–	﹤0.01%	1522
2018 Q2	$11K	Hold	126	–	–	﹤0.01%	1504
2018 Q1	$10K	Hold	126	–	–	﹤0.01%	1575
2017 Q4	$8K	Buy	126 +11	+10%	+$721	﹤0.01%	1677
2017 Q3	$8K	Buy	115 +15	+15%	+$951	﹤0.01%	1655
2017 Q2	$7K	Hold	100	–	–	﹤0.01%	1659
2017 Q1	$7K	Sell	100 -544	-84%	-$37.1K	﹤0.01%	1449
2016 Q4	$43K	Sell	644 -205	-24%	-$13K	0.01%	815
2016 Q3	$53K	Hold	849	–	–	0.01%	761
2016 Q2	$53K	Buy	849 +89	+12%	+$5.83K	0.01%	718
2016 Q1	$46K	Buy	760 +103	+16%	+$5.62K	0.01%	723
2015 Q4	$35K	Buy	+657	New	+$40.7K	0.01%	808

Other funds holding KEX

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KEX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Kirby Corp (KEX) in Q2 2019, closing a stake of 283 shares — an estimated $21K sold.

Wealthspire Advisors (Maryland) first reported a position in KEX in Q4 2015 and held it in 14 quarters. The position peaked at $53K in Q3 2016. 270 funds tracked by Wall St. Rank hold KEX as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Kirby Corp position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 283 Kirby Corp shares in Q2 2019, an estimated $21K.
Wealthspire Advisors (Maryland) first reported a position in Kirby Corp in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Kirby Corp position peaked at $53K in Q3 2016.
270 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.