Crossmark Global Holdings’s Kyocera Adr KYO Stock Holding History

Crossmark Global Holdings’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 Q3	–	Sell	-22,279	Closed	-$1.26M	–	1623
2018 Q2	$1.26M	Sell	22,279 -17,125	-43%	-$1.01M	0.03%	523
2018 Q1	$2.24M	Sell	39,404 -5,405	-12%	-$332K	0.06%	382
2017 Q4	$2.94M	Sell	44,809 -2,003	-4%	-$136K	0.07%	329
2017 Q3	$2.91M	Buy	+46,812	New	+$2.81M	0.08%	313
2016 Q3	$2.91M	Buy	+46,812	New	+$2.25M	0.08%	313

Other funds holding KYO

PPA

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

WAM

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

ACA

Atlas Capital Advisors Jackson, Wyoming $914M AUM

QCG

Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return

LWM

Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return

Crossmark Global Holdings's KYO Position: Q3 2018 in Review

Crossmark Global Holdings sold out of Kyocera Adr (KYO) in Q3 2018, closing a stake of 22,279 shares — an estimated $1.26M sold.

Crossmark Global Holdings first reported a position in KYO in Q3 2016 and held it in 5 quarters. The position peaked at $2.94M in Q4 2017. 6 funds tracked by Wall St. Rank hold KYO as of Q3 2018.

Crossmark Global Holdings reported no remaining Kyocera Adr position as of Q3 2018 after selling out during the quarter.
Crossmark Global Holdings sold 22,279 Kyocera Adr shares in Q3 2018, an estimated $1.26M.
Crossmark Global Holdings first reported a position in Kyocera Adr in Q3 2016 and held it in 5 quarters.
Crossmark Global Holdings's Kyocera Adr position peaked at $2.94M in Q4 2017.
6 funds tracked by Wall St. Rank held Kyocera Adr as of Q3 2018.

Based on Crossmark Global Holdings's 13F filing for Q3 2018, filed 6 Nov 2018.