Envestnet Asset Management
KYO

Envestnet Asset Management’s Kyocera Adr KYO Stock Holding History

Envestnet 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
2018
Q3 		– Sell
-99
Closed -$6K – 3121
2018
Q2 		$6K Buy
99
+2
+2% +$118 ﹤0.01% 2632
2018
Q1 		$6K Sell
97
-213
-69% -$13.1K ﹤0.01% 2596
2017
Q4 		$21K Sell
310
-32
-9% -$2.17K ﹤0.01% 2519
2017
Q3 		$21K Buy
342
+35
+11% +$2.1K ﹤0.01% 2492
2017
Q2 		$17K Sell
307
-328
-52% -$18.9K ﹤0.01% 2634
2017
Q1 		$36K Buy
635
+429
+208% +$23.2K ﹤0.01% 2531
2016
Q4 		$10K Buy
+206
New +$10.1K ﹤0.01% 2783
2015
Q1 		– Sell
-184
Closed -$8K – 2576
2014
Q4 		$8K Hold
184
– – ﹤0.01% 2040
2014
Q3 		$9K Sell
184
-45
-20% -$2.15K ﹤0.01% 2173
2014
Q2 		$11K Sell
229
-2,801
-92% -$128K ﹤0.01% 2013
2014
Q1 		$137K Sell
3,030
-43
-1% -$1.98K ﹤0.01% 1042
2013
Q4 		$154K Sell
3,073
-403
-12% -$20.6K ﹤0.01% 890
2013
Q3 		$185K Sell
3,476
-114
-3% -$5.99K ﹤0.01% 813
2013
Q2 		$183K Buy
+3,590
New +$177K ﹤0.01% 820

Other funds holding KYO

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $875M AUM
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
LWM
Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return

Envestnet Asset Management's KYO Position: Q3 2018 in Review

Envestnet Asset Management sold out of Kyocera Adr (KYO) in Q3 2018, closing a stake of 99 shares — an estimated $6K sold.

Envestnet Asset Management first reported a position in KYO in Q2 2013 and held it in 14 quarters. The position peaked at $185K in Q3 2013. 6 funds tracked by Wall St. Rank hold KYO as of Q3 2018.

  • Envestnet Asset Management reported no remaining Kyocera Adr position as of Q3 2018 after selling out during the quarter.
  • Envestnet Asset Management sold 99 Kyocera Adr shares in Q3 2018, an estimated $6K.
  • Envestnet Asset Management first reported a position in Kyocera Adr in Q2 2013 and held it in 14 quarters.
  • Envestnet Asset Management's Kyocera Adr position peaked at $185K in Q3 2013.
  • 6 funds tracked by Wall St. Rank held Kyocera Adr as of Q3 2018.

Based on Envestnet Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.