Creative Planning
KYO

Creative Planning’s Kyocera Adr KYO Stock Holding History

Creative Planning’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
Q3 		– Sell
-60
Closed -$3K – 4421
2017
Q2 		$3K Sell
60
-177
-75% -$10.2K ﹤0.01% 4253
2017
Q1 		$13K Hold
237
– – ﹤0.01% 3449
2016
Q4 		$12K Buy
237
+177
+295% +$8.65K ﹤0.01% 3458
2016
Q3 		$3K Buy
+60
New +$2.89K ﹤0.01% 4173

Other funds holding KYO

Renaissance Technologies
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Creative Planning's KYO Position: Q3 2017 in Review

Creative Planning sold out of Kyocera Adr (KYO) in Q3 2017, closing a stake of 60 shares — an estimated $3K sold.

Creative Planning first reported a position in KYO in Q3 2016 and held it in 4 quarters. The position peaked at $13K in Q1 2017. 64 funds tracked by Wall St. Rank hold KYO as of Q3 2017.

  • Creative Planning reported no remaining Kyocera Adr position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 60 Kyocera Adr shares in Q3 2017, an estimated $3K.
  • Creative Planning first reported a position in Kyocera Adr in Q3 2016 and held it in 4 quarters.
  • Creative Planning's Kyocera Adr position peaked at $13K in Q1 2017.
  • 64 funds tracked by Wall St. Rank held Kyocera Adr as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.