Financial Architects (New Jersey)’s Kyocera Adr KYO Stock Holding History

Financial Architects (New Jersey)’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 Q4	–	Sell	-350	Closed	-$22K	–	1666
2017 Q3	$22K	Hold	350	–	–	﹤0.01%	940
2017 Q2	$20K	Hold	350	–	–	﹤0.01%	963
2017 Q1	$20K	Hold	350	–	–	﹤0.01%	946
2016 Q4	$17K	Hold	350	–	–	﹤0.01%	885
2016 Q3	$17K	Hold	350	–	–	﹤0.01%	885
2016 Q2	$17K	Hold	350	–	–	﹤0.01%	845
2016 Q1	$15K	Buy	+350	New	+$15.2K	0.01%	653

Other funds holding KYO

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Financial Architects (New Jersey)'s KYO Position: Q4 2017 in Review

Financial Architects (New Jersey) sold out of Kyocera Adr (KYO) in Q4 2017, closing a stake of 350 shares — an estimated $22K sold.

Financial Architects (New Jersey) first reported a position in KYO in Q1 2016 and held it in 7 quarters. The position peaked at $22K in Q3 2017. 77 funds tracked by Wall St. Rank hold KYO as of Q4 2017.

Financial Architects (New Jersey) reported no remaining Kyocera Adr position as of Q4 2017 after selling out during the quarter.
Financial Architects (New Jersey) sold 350 Kyocera Adr shares in Q4 2017, an estimated $22K.
Financial Architects (New Jersey) first reported a position in Kyocera Adr in Q1 2016 and held it in 7 quarters.
Financial Architects (New Jersey)'s Kyocera Adr position peaked at $22K in Q3 2017.
77 funds tracked by Wall St. Rank held Kyocera Adr as of Q4 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2017, filed 12 Feb 2018.