Calvert Investment Management’s Kyocera Adr KYO Stock Holding History

Calvert Investment Management’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
2017 Q1	–	Sell	-8,371	Closed	-$417K	–	731
2016 Q4	$417K	Sell	8,371 -52	-0.6%	-$2.54K	0.02%	582
2016 Q3	$405K	Sell	8,423 -605	-7%	-$29.1K	0.01%	583
2016 Q2	$430K	Hold	9,028	–	–	0.02%	540
2016 Q1	$399K	Hold	9,028	–	–	0.02%	538
2015 Q4	$416K	Sell	9,028 -58	-0.6%	-$2.74K	0.02%	494
2015 Q3	$418K	Hold	9,086	–	–	0.02%	390
2015 Q2	$473K	Buy	9,086 +4,400	+94%	+$241K	0.02%	376
2015 Q1	$257K	Hold	4,686	–	–	0.02%	532
2014 Q4	$215K	Buy	4,686 +119	+3%	+$5.46K	0.01%	549
2014 Q3	$213K	Sell	4,567 -4,262	-48%	-$203K	0.02%	535
2014 Q2	$420K	Buy	8,829 +217	+3%	+$9.95K	0.03%	257
2014 Q1	$390K	Sell	8,612 -220	-2%	-$10.1K	0.03%	256
2013 Q4	$443K	Hold	8,832	–	–	0.03%	236
2013 Q3	$471K	Hold	8,832	–	–	0.06%	221
2013 Q2	$449K	Buy	+8,832	New	+$435K	0.06%	213

Other funds holding KYO

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HCMT

Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAM

Capstone Asset Management Houston, Texas $3.6B AUM 68.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Calvert Investment Management's KYO Position: Q1 2017 in Review

Calvert Investment Management sold out of Kyocera Adr (KYO) in Q1 2017, closing a stake of 8,371 shares — an estimated $417K sold.

Calvert Investment Management first reported a position in KYO in Q2 2013 and held it in 15 quarters. The position peaked at $473K in Q2 2015. 70 funds tracked by Wall St. Rank hold KYO as of Q1 2017.

Calvert Investment Management reported no remaining Kyocera Adr position as of Q1 2017 after selling out during the quarter.
Calvert Investment Management sold 8,371 Kyocera Adr shares in Q1 2017, an estimated $417K.
Calvert Investment Management first reported a position in Kyocera Adr in Q2 2013 and held it in 15 quarters.
Calvert Investment Management's Kyocera Adr position peaked at $473K in Q2 2015.
70 funds tracked by Wall St. Rank held Kyocera Adr as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.