EWM
KYO

Evercore Wealth Management’s Kyocera Adr KYO Stock Holding History

Evercore Wealth 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
2013
Q4 		– Sell
-676
Closed -$36K – 1017
2013
Q3 		$36K Buy
676
+76
+13% +$4K ﹤0.01% 610
2013
Q2 		$31K Buy
+600
New +$29.6K ﹤0.01% 620

Other funds holding KYO

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PSC
Prentiss Smith & Co Brattleboro, Vermont $172M AUM 21.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ICM
ICC Capital Management Orlando, Florida $760M AUM 17.03% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

Evercore Wealth Management's KYO Position: Q4 2013 in Review

Evercore Wealth Management sold out of Kyocera Adr (KYO) in Q4 2013, closing a stake of 676 shares — an estimated $36K sold.

Evercore Wealth Management first reported a position in KYO in Q2 2013 and held it in 2 quarters. The position peaked at $36K in Q3 2013. 56 funds tracked by Wall St. Rank hold KYO as of Q4 2013.

  • Evercore Wealth Management reported no remaining Kyocera Adr position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 676 Kyocera Adr shares in Q4 2013, an estimated $36K.
  • Evercore Wealth Management first reported a position in Kyocera Adr in Q2 2013 and held it in 2 quarters.
  • Evercore Wealth Management's Kyocera Adr position peaked at $36K in Q3 2013.
  • 56 funds tracked by Wall St. Rank held Kyocera Adr as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.