Arax Advisory Partners’s Kyocera Adr KYO Stock Holding History

Arax Advisory Partners’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	-322	Closed	-$18K	–	765
2018 Q2	$18K	Buy	322 +93	+41%	+$5.48K	0.01%	306
2018 Q1	$12K	Sell	229 -19	-8%	-$1.17K	0.01%	314
2017 Q4	$16K	Hold	248	–	–	0.01%	296
2017 Q3	$15K	Sell	248 -167	-40%	-$10K	0.01%	301
2017 Q2	$24K	Buy	415 +361	+669%	+$20.8K	0.01%	288
2017 Q1	$3K	Buy	54 +21	+64%	+$1.14K	﹤0.01%	413
2016 Q4	$2K	Buy	+33	New	+$1.61K	﹤0.01%	506

Other funds holding KYO

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Arax Advisory Partners's KYO Position: Q3 2018 in Review

Arax Advisory Partners sold out of Kyocera Adr (KYO) in Q3 2018, closing a stake of 322 shares — an estimated $18K sold.

Arax Advisory Partners first reported a position in KYO in Q4 2016 and held it in 7 quarters. The position peaked at $24K in Q2 2017. 6 funds tracked by Wall St. Rank hold KYO as of Q3 2018.

Arax Advisory Partners reported no remaining Kyocera Adr position as of Q3 2018 after selling out during the quarter.
Arax Advisory Partners sold 322 Kyocera Adr shares in Q3 2018, an estimated $18K.
Arax Advisory Partners first reported a position in Kyocera Adr in Q4 2016 and held it in 7 quarters.
Arax Advisory Partners's Kyocera Adr position peaked at $24K in Q2 2017.
6 funds tracked by Wall St. Rank held Kyocera Adr as of Q3 2018.

Based on Arax Advisory Partners's 13F filing for Q3 2018, filed 6 Nov 2018.