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Weaver C. Barksdale & Associates’s Kirby Corp KEX Stock Holding History

Weaver C. Barksdale & 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
2017
Q4 		$11K Buy
167
+15
+10% +$983 0.01% 265
2017
Q3 		$10K Buy
152
+5
+3% +$317 0.01% 273
2017
Q2 		$10K Buy
147
+15
+11% +$1.02K 0.01% 268
2017
Q1 		$9K Sell
132
-23
-15% -$1.57K 0.01% 295
2016
Q4 		$10K Sell
155
-5
-3% -$316 0.02% 282
2016
Q3 		$10K Buy
160
+15
+10% +$861 0.02% 263
2016
Q2 		$9K Hold
145
– – 0.02% 264
2016
Q1 		$9K Sell
145
-30
-17% -$1.64K 0.01% 287
2015
Q4 		$9K Buy
175
+18
+11% +$1.11K 0.01% 278
2015
Q3 		$10K Buy
157
+5
+3% +$353 0.01% 260
2015
Q2 		$12K Hold
152
– – 0.01% 239
2015
Q1 		$11K Buy
152
+33
+28% +$2.55K 0.01% 263
2014
Q4 		$10K Buy
119
+34
+40% +$3.37K 0.01% 272
2014
Q3 		$10K Sell
85
-7
-8% -$833 0.01% 262
2014
Q2 		$11K Hold
92
– – 0.01% 252
2014
Q1 		$9K Sell
92
-8
-8% -$806 0.01% 282
2013
Q4 		$10K Hold
100
– – 0.01% 268
2013
Q3 		$9K Sell
100
-6
-6% -$503 0.01% 287
2013
Q2 		$8K Buy
+106
New +$8.17K 0.01% 305

Other funds holding KEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Weaver C. Barksdale & Associates's KEX Position: Q4 2017 in Review

Weaver C. Barksdale & Associates increased its Kirby Corp (KEX) stake by 9.9% in Q4 2017, buying an estimated $983 and bringing the position to 167 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #265.

Weaver C. Barksdale & Associates first reported a position in KEX in Q2 2013 and has held it in 19 quarters since. The position peaked at $12K in Q2 2015. 248 funds tracked by Wall St. Rank hold KEX as of Q4 2017.

  • Weaver C. Barksdale & Associates held 167 shares of Kirby Corp worth $11K as of Q4 2017.
  • Weaver C. Barksdale & Associates bought 15 Kirby Corp shares in Q4 2017, an estimated $983.
  • Kirby Corp made up 0.01% of Weaver C. Barksdale & Associates's portfolio in Q4 2017, its #265 holding.
  • Weaver C. Barksdale & Associates first reported a position in Kirby Corp in Q2 2013 and has held it in 19 quarters since.
  • Weaver C. Barksdale & Associates's Kirby Corp position peaked at $12K in Q2 2015.
  • 248 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2017.

Based on Weaver C. Barksdale & Associates's 13F filing for Q4 2017, filed 10 Jan 2018.