AG
KYO

Aperio Group’s Kyocera Adr KYO Stock Holding History

Aperio 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
Q3 		– Sell
-209,157
Closed -$11.8M – 2327
2018
Q2 		$11.8M Buy
209,157
+11,294
+6% +$665K 0.06% 382
2018
Q1 		$11.2M Sell
197,863
-13,841
-7% -$850K 0.06% 393
2017
Q4 		$13.9M Buy
211,704
+19,597
+10% +$1.33M 0.07% 324
2017
Q3 		$11.9M Buy
192,107
+10,016
+6% +$601K 0.07% 344
2017
Q2 		$10.6M Buy
182,091
+40,565
+29% +$2.34M 0.07% 361
2017
Q1 		$7.94M Buy
141,526
+18,040
+15% +$975K 0.05% 398
2016
Q4 		$6.15M Sell
123,486
-22,930
-16% -$1.12M 0.05% 432
2016
Q3 		$7.05M Buy
146,416
+7,017
+5% +$338K 0.05% 432
2016
Q2 		$6.64M Buy
139,399
+10,724
+8% +$516K 0.05% 414
2016
Q1 		$5.68M Buy
128,675
+1,905
+2% +$82.5K 0.05% 432
2015
Q4 		$5.84M Sell
126,770
-8,900
-7% -$421K 0.05% 407
2015
Q3 		$6.24M Buy
135,670
+10,315
+8% +$515K 0.06% 361
2015
Q2 		$6.52M Buy
125,355
+9,271
+8% +$507K 0.07% 338
2015
Q1 		$6.38M Sell
116,084
-389
-0.3% -$18.8K 0.07% 335
2014
Q4 		$5.34M Buy
116,473
+2,672
+2% +$123K 0.07% 359
2014
Q3 		$5.31M Buy
113,801
+11,699
+11% +$558K 0.07% 342
2014
Q2 		$4.86M Buy
102,102
+23,224
+29% +$1.07M 0.07% 342
2014
Q1 		$3.57M Buy
+78,878
New +$3.63M 0.05% 484
2013
Q4 		– Sell
-146,906
Closed -$7.51M – 427
2013
Q3 		$3.92M Buy
146,906
+83,684
+132% +$4.4M 0.08% 339
2013
Q2 		$3.22M Buy
+63,222
New +$3.12M 0.08% 330

Other funds holding KYO

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
LWM
Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return

Aperio Group's KYO Position: Q3 2018 in Review

Aperio Group sold out of Kyocera Adr (KYO) in Q3 2018, closing a stake of 209,157 shares — an estimated $11.8M sold.

Aperio Group first reported a position in KYO in Q2 2013 and held it in 20 quarters. The position peaked at $13.9M in Q4 2017. 6 funds tracked by Wall St. Rank hold KYO as of Q3 2018.

  • Aperio Group reported no remaining Kyocera Adr position as of Q3 2018 after selling out during the quarter.
  • Aperio Group sold 209,157 Kyocera Adr shares in Q3 2018, an estimated $11.8M.
  • Aperio Group first reported a position in Kyocera Adr in Q2 2013 and held it in 20 quarters.
  • Aperio Group's Kyocera Adr position peaked at $13.9M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Kyocera Adr as of Q3 2018.

Based on Aperio Group's 13F filing for Q3 2018, filed 18 Oct 2018.