Capstone Asset Management’s Kyocera Adr KYO Stock Holding History

Capstone Asset 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 Q2	$2.35M	Buy	40,355 +970	+2%	+$55.9K	0.07%	354
2017 Q1	$2.21M	Buy	39,385 +3,000	+8%	+$162K	0.06%	369
2016 Q4	$1.81M	Sell	36,385 -180	-0.5%	-$8.79K	0.05%	417
2016 Q3	$1.76M	Buy	36,565 +1,770	+5%	+$85.2K	0.05%	425
2016 Q2	$1.66M	Sell	34,795 -20,660	-37%	-$994K	0.05%	426
2016 Q1	$2.45M	Buy	55,455 +2,000	+4%	+$86.7K	0.07%	339
2015 Q4	$2.46M	Sell	53,455 -1,871	-3%	-$88.5K	0.07%	325
2015 Q3	$2.55M	Buy	55,326 +378	+0.7%	+$18.9K	0.08%	307
2015 Q2	$2.86M	Buy	54,948 +140	+0.3%	+$7.66K	0.08%	305
2015 Q1	$3.01M	Buy	54,808 +5,000	+10%	+$242K	0.09%	289
2014 Q4	$2.28M	Buy	49,808 +21,150	+74%	+$970K	0.07%	333
2014 Q3	$1.34M	Buy	28,658 +1,970	+7%	+$93.9K	0.05%	455
2014 Q2	$1.27M	Buy	26,688 +420	+2%	+$19.3K	0.04%	504
2014 Q1	$1.19M	Buy	26,268 +620	+2%	+$28.5K	0.04%	546
2013 Q4	$1.29M	Sell	25,648 -26,848	-51%	-$1.37M	0.04%	536
2013 Q3	$1.4M	Buy	52,496 +27,508	+110%	+$1.45M	0.03%	591
2013 Q2	$1.27M	Buy	+24,988	New	+$1.23M	0.03%	601

Other funds holding KYO

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

PPA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WAM

World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

Capstone Asset Management's KYO Position: Q2 2017 in Review

Capstone Asset Management increased its Kyocera Adr (KYO) stake by 2.5% in Q2 2017, buying an estimated $55.9K and bringing the position to 40,355 shares worth $2.35M. The position accounts for 0.07% of the portfolio, ranked #354.

Capstone Asset Management first reported a position in KYO in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.01M in Q1 2015. 72 funds tracked by Wall St. Rank hold KYO as of Q2 2017.

Capstone Asset Management held 40,355 shares of Kyocera Adr worth $2.35M as of Q2 2017.
Capstone Asset Management bought 970 Kyocera Adr shares in Q2 2017, an estimated $55.9K.
Kyocera Adr made up 0.07% of Capstone Asset Management's portfolio in Q2 2017, its #354 holding.
Capstone Asset Management first reported a position in Kyocera Adr in Q2 2013 and has held it in 17 quarters since.
Capstone Asset Management's Kyocera Adr position peaked at $3.01M in Q1 2015.
72 funds tracked by Wall St. Rank held Kyocera Adr as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.