DADC
KYO

D.A. Davidson & Co’s Kyocera Adr KYO Stock Holding History

D.A. Davidson & Co’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
-466
Closed -$27K – 2303
2017
Q2 		$27K Sell
466
-19
-4% -$1.1K ﹤0.01% 1737
2017
Q1 		$27K Sell
485
-505
-51% -$27.3K ﹤0.01% 1747
2016
Q4 		$47K Hold
990
– – ﹤0.01% 1617
2016
Q3 		$45K Sell
990
-247
-20% -$11.9K ﹤0.01% 1570
2016
Q2 		$57K Buy
1,237
+32
+3% +$1.54K ﹤0.01% 1370
2016
Q1 		$51K Sell
1,205
-12
-1% -$520 ﹤0.01% 1383
2015
Q4 		$54K Sell
1,217
-11
-0.9% -$520 ﹤0.01% 1371
2015
Q3 		$55K Sell
1,228
-144
-10% -$7.18K ﹤0.01% 1330
2015
Q2 		$70K Sell
1,372
-399
-23% -$21.8K ﹤0.01% 1294
2015
Q1 		$95K Sell
1,771
-48
-3% -$2.32K ﹤0.01% 1161
2014
Q4 		$82K Sell
1,819
-50
-3% -$2.29K ﹤0.01% 1220
2014
Q3 		$85K Sell
1,869
-109
-6% -$5.2K ﹤0.01% 1196
2014
Q2 		$92K Buy
1,978
+175
+10% +$8.03K ﹤0.01% 1187
2014
Q1 		$81K Sell
1,803
-33
-2% -$1.52K ﹤0.01% 1231
2013
Q4 		$88K Buy
1,836
+98
+6% +$5.01K ﹤0.01% 1118
2013
Q3 		$91K Sell
1,738
-28
-2% -$1.47K ﹤0.01% 923
2013
Q2 		$88K Buy
+1,766
New +$87.1K ﹤0.01% 912

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

D.A. Davidson & Co's KYO Position: Q3 2017 in Review

D.A. Davidson & Co sold out of Kyocera Adr (KYO) in Q3 2017, closing a stake of 466 shares — an estimated $27K sold.

D.A. Davidson & Co first reported a position in KYO in Q2 2013 and held it in 17 quarters. The position peaked at $95K in Q1 2015. 64 funds tracked by Wall St. Rank hold KYO as of Q3 2017.

  • D.A. Davidson & Co reported no remaining Kyocera Adr position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 466 Kyocera Adr shares in Q3 2017, an estimated $27K.
  • D.A. Davidson & Co first reported a position in Kyocera Adr in Q2 2013 and held it in 17 quarters.
  • D.A. Davidson & Co's Kyocera Adr position peaked at $95K in Q1 2015.
  • 64 funds tracked by Wall St. Rank held Kyocera Adr as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.