AG
KYO

Advisor Group’s Kyocera Adr KYO Stock Holding History

Advisor Group’s Portfolio KYO Stock Details KYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-186
Closed -$11K – 5170
2018
Q1 		$11K Sell
186
-388
-68% -$23.8K ﹤0.01% 4050
2017
Q4 		$38K Buy
574
+154
+37% +$10.4K ﹤0.01% 3287
2017
Q3 		$26K Buy
420
+74
+21% +$4.44K ﹤0.01% 3420
2017
Q2 		$20K Buy
346
+73
+27% +$4.21K ﹤0.01% 3511
2017
Q1 		$15K Buy
273
+38
+16% +$2.05K ﹤0.01% 3570
2016
Q4 		$12K Sell
235
-11
-4% -$537 ﹤0.01% 3556
2016
Q3 		$12K Buy
246
+125
+103% +$6.02K ﹤0.01% 3481
2016
Q2 		$5K Buy
+121
New +$5.82K ﹤0.01% 3818

Other funds holding KYO

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM

Advisor Group's KYO Position: Q2 2018 in Review

Advisor Group sold out of Kyocera Adr (KYO) in Q2 2018, closing a stake of 186 shares — an estimated $11K sold.

Advisor Group first reported a position in KYO in Q2 2016 and held it in 8 quarters. The position peaked at $38K in Q4 2017. 21 funds tracked by Wall St. Rank hold KYO as of Q2 2018.

  • Advisor Group reported no remaining Kyocera Adr position as of Q2 2018 after selling out during the quarter.
  • Advisor Group sold 186 Kyocera Adr shares in Q2 2018, an estimated $11K.
  • Advisor Group first reported a position in Kyocera Adr in Q2 2016 and held it in 8 quarters.
  • Advisor Group's Kyocera Adr position peaked at $38K in Q4 2017.
  • 21 funds tracked by Wall St. Rank held Kyocera Adr as of Q2 2018.

Based on Advisor Group's 13F filing for Q2 2018, filed 13 Aug 2018.