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Winslow Evans & Crocker’s Kirby Corp KEX Stock Holding History

Winslow Evans & Crocker’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
Q1 		– Sell
-50
Closed -$3.96K – 1297
2014
Q4 		$3.96K Hold
50
– – ﹤0.01% 1086
2014
Q3 		$5.78K Buy
50
+1
+2% +$119 ﹤0.01% 1040
2014
Q2 		$5.74K Hold
49
– – ﹤0.01% 993
2014
Q1 		$4.96K Hold
49
– – ﹤0.01% 1022
2013
Q4 		$5K Buy
+49
New +$4.5K ﹤0.01% 1135

Other funds holding KEX

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Winslow Evans & Crocker's KEX Position: Q1 2015 in Review

Winslow Evans & Crocker sold out of Kirby Corp (KEX) in Q1 2015, closing a stake of 50 shares — an estimated $3.96K sold.

Winslow Evans & Crocker first reported a position in KEX in Q4 2013 and held it in 5 quarters. The position peaked at $5.78K in Q3 2014. 268 funds tracked by Wall St. Rank hold KEX as of Q1 2015.

  • Winslow Evans & Crocker reported no remaining Kirby Corp position as of Q1 2015 after selling out during the quarter.
  • Winslow Evans & Crocker sold 50 Kirby Corp shares in Q1 2015, an estimated $3.96K.
  • Winslow Evans & Crocker first reported a position in Kirby Corp in Q4 2013 and held it in 5 quarters.
  • Winslow Evans & Crocker's Kirby Corp position peaked at $5.78K in Q3 2014.
  • 268 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2015.

Based on Winslow Evans & Crocker's 13F filing for Q1 2015, filed 14 Apr 2015.