WFG Advisors’s Kirby Corp KEX Stock Holding History

WFG Advisors’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 Q2	$60K	Hold	900	–	–	0.01%	659
2017 Q1	$63K	Hold	900	–	–	0.02%	603
2016 Q4	$60K	Hold	900	–	–	0.01%	677
2016 Q3	$56K	Hold	900	–	–	0.01%	679
2016 Q2	$56K	Buy	900 +100	+13%	+$6.55K	0.01%	662
2016 Q1	$48K	Buy	800 +200	+33%	+$10.9K	0.01%	675
2015 Q4	$32K	Hold	600	–	–	0.01%	777
2015 Q3	$37K	Buy	600 +200	+50%	+$14.1K	0.01%	730
2015 Q2	$31K	Buy	400 +200	+100%	+$15.8K	0.01%	853
2015 Q1	$15K	Buy	200 +100	+100%	+$7.71K	﹤0.01%	1075
2014 Q4	$8K	Buy	+100	New	+$9.91K	﹤0.01%	1525

Other funds holding KEX

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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

WFG Advisors's KEX Position: Q2 2017 in Review

WFG Advisors held its Kirby Corp (KEX) position steady in Q2 2017 at 900 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #659.

WFG Advisors first reported a position in KEX in Q4 2014 and has held it in 11 quarters since. The position peaked at $63K in Q1 2017. 249 funds tracked by Wall St. Rank hold KEX as of Q2 2017.

WFG Advisors held 900 shares of Kirby Corp worth $60K as of Q2 2017.
WFG Advisors left its Kirby Corp share count unchanged in Q2 2017.
Kirby Corp made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #659 holding.
WFG Advisors first reported a position in Kirby Corp in Q4 2014 and has held it in 11 quarters since.
WFG Advisors's Kirby Corp position peaked at $63K in Q1 2017.
249 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.