AssetMark Inc’s Kyocera Adr KYO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-57
Closed -$4K 2252
2017
Q4
$4K Buy
57
+47
+470% +$3.18K ﹤0.01% 1324
2017
Q3
$1K Buy
+10
New +$600 ﹤0.01% 1450
2014
Q4
Sell
-2
Closed 513
2014
Q3
$0 Hold
2
﹤0.01% 532
2014
Q2
$0 Hold
2
﹤0.01% 526
2014
Q1
$0 Hold
2
﹤0.01% 421
2013
Q4
$0 Hold
2
﹤0.01% 419
2013
Q3
$0 Buy
+2
New +$105 ﹤0.01% 379

Other funds holding KYO

AssetMark Inc's KYO Position: Q1 2018 in Review

AssetMark Inc sold out of Kyocera Adr (KYO) in Q1 2018, closing a stake of 57 shares — an estimated $4K sold.

AssetMark Inc first reported a position in KYO in Q3 2013 and held it in 7 quarters. The position peaked at $4K in Q4 2017. 77 funds tracked by Wall St. Rank hold KYO as of Q1 2018.

  • AssetMark Inc reported no remaining Kyocera Adr position as of Q1 2018 after selling out during the quarter.
  • AssetMark Inc sold 57 Kyocera Adr shares in Q1 2018, an estimated $4K.
  • AssetMark Inc first reported a position in Kyocera Adr in Q3 2013 and held it in 7 quarters.
  • AssetMark Inc's Kyocera Adr position peaked at $4K in Q4 2017.
  • 77 funds tracked by Wall St. Rank held Kyocera Adr as of Q1 2018.

Based on AssetMark Inc's 13F filing for Q1 2018, filed 16 May 2018.