Bank of Montreal
KYO

Bank of Montreal’s Kyocera Adr KYO Stock Holding History

Bank of Montreal’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
-6,352
Closed -$360K – 4975
2018
Q1 		$360K Buy
6,352
+1,152
+22% +$70.7K ﹤0.01% 2359
2017
Q4 		$341K Sell
5,200
-208
-4% -$14.1K ﹤0.01% 2462
2017
Q3 		$336K Sell
5,408
-46
-0.8% -$2.76K ﹤0.01% 2450
2017
Q2 		$318K Sell
5,454
-20
-0.4% -$1.15K ﹤0.01% 2450
2017
Q1 		$307K Sell
5,474
-344
-6% -$18.6K ﹤0.01% 2282
2016
Q4 		$282K Sell
5,818
-1,146
-16% -$56K ﹤0.01% 2354
2016
Q3 		$335K Sell
6,964
-446
-6% -$21.5K ﹤0.01% 2236
2016
Q2 		$353K Buy
7,410
+891
+14% +$42.9K ﹤0.01% 2225
2016
Q1 		$288K Buy
6,519
+2,507
+62% +$109K ﹤0.01% 2281
2015
Q4 		$185K Buy
4,012
+3,490
+669% +$165K ﹤0.01% 2471
2015
Q3 		$24K Hold
522
– – ﹤0.01% 3194
2015
Q2 		$27K Buy
+522
New +$28.6K ﹤0.01% 3209
2015
Q1 		– Sell
-12
Closed -$1K – 4309
2014
Q4 		$1K Hold
12
– – ﹤0.01% 3961
2014
Q3 		$1K Hold
12
– – ﹤0.01% 3976
2014
Q2 		$1K Buy
+12
New +$550 ﹤0.01% 4609

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 $336B AUM 34.66% 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

Bank of Montreal's KYO Position: Q2 2018 in Review

Bank of Montreal sold out of Kyocera Adr (KYO) in Q2 2018, closing a stake of 6,352 shares — an estimated $360K sold.

Bank of Montreal first reported a position in KYO in Q2 2014 and held it in 15 quarters. The position peaked at $360K in Q1 2018. 21 funds tracked by Wall St. Rank hold KYO as of Q2 2018.

  • Bank of Montreal reported no remaining Kyocera Adr position as of Q2 2018 after selling out during the quarter.
  • Bank of Montreal sold 6,352 Kyocera Adr shares in Q2 2018, an estimated $360K.
  • Bank of Montreal first reported a position in Kyocera Adr in Q2 2014 and held it in 15 quarters.
  • Bank of Montreal's Kyocera Adr position peaked at $360K in Q1 2018.
  • 21 funds tracked by Wall St. Rank held Kyocera Adr as of Q2 2018.

Based on Bank of Montreal's 13F filing for Q2 2018, filed 16 Jul 2018.