WJA
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Williams Jones & Associates’s Kirby Corp KEX Stock Holding History

Williams Jones & 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 		– Sell
-4,550
Closed -$300K – 446
2017
Q3 		$300K Hold
4,550
– – 0.01% 348
2017
Q2 		$304K Hold
4,550
– – 0.01% 336
2017
Q1 		$321K Buy
4,550
+375
+9% +$25.6K 0.01% 327
2016
Q4 		$278K Sell
4,175
-200
-5% -$12.6K 0.01% 320
2016
Q3 		$272K Sell
4,375
-20
-0.5% -$1.15K 0.01% 330
2016
Q2 		$274K Sell
4,395
-125
-3% -$8.19K 0.01% 325
2016
Q1 		$273K Hold
4,520
– – 0.01% 263
2015
Q4 		$238K Sell
4,520
-305
-6% -$18.9K 0.01% 297
2015
Q3 		$299K Hold
4,825
– – 0.01% 281
2015
Q2 		$370K Sell
4,825
-750
-13% -$59.4K 0.01% 275
2015
Q1 		$418K Sell
5,575
-1,210
-18% -$93.4K 0.02% 273
2014
Q4 		$548K Sell
6,785
-80,420
-92% -$7.97M 0.02% 250
2014
Q3 		$10.3M Sell
87,205
-4,350
-5% -$518K 0.47% 59
2014
Q2 		$10.7M Sell
91,555
-97,485
-52% -$10.5M 0.48% 56
2014
Q1 		$19.1M Buy
189,040
+89,900
+91% +$9.05M 0.39% 66
2013
Q4 		$9.84M Sell
99,140
-625
-0.6% -$57.4K 0.47% 59
2013
Q3 		$8.63M Buy
99,765
+8,650
+9% +$726K 0.45% 65
2013
Q2 		$7.25M Buy
+91,115
New +$7.02M 0.36% 69

Other funds holding KEX

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BlackRock New York $5.7T AUM 30.48% 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 $97.9B AUM 20.73% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return