Cerity Partners’s Kyocera Adr KYO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-12,465
Closed -$207K 576
2017
Q2
$207K Buy
12,465
+7,666
+160% +$442K 0.02% 333
2017
Q1
$269K Buy
+4,799
New +$259K 0.02% 363

Other funds holding KYO

Cerity Partners's KYO Position: Q3 2017 in Review

Cerity Partners sold out of Kyocera Adr (KYO) in Q3 2017, closing a stake of 12,465 shares — an estimated $207K sold.

Cerity Partners first reported a position in KYO in Q1 2017 and held it in 2 quarters. The position peaked at $269K in Q1 2017. 64 funds tracked by Wall St. Rank hold KYO as of Q3 2017.

  • Cerity Partners reported no remaining Kyocera Adr position as of Q3 2017 after selling out during the quarter.
  • Cerity Partners sold 12,465 Kyocera Adr shares in Q3 2017, an estimated $207K.
  • Cerity Partners first reported a position in Kyocera Adr in Q1 2017 and held it in 2 quarters.
  • Cerity Partners's Kyocera Adr position peaked at $269K in Q1 2017.
  • 64 funds tracked by Wall St. Rank held Kyocera Adr as of Q3 2017.

Based on Cerity Partners's 13F filing for Q3 2017, filed 13 Nov 2017.