GWS
KYO

Glassman Wealth Services’s Kyocera Adr KYO Stock Holding History

Glassman Wealth Services’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
-350
Closed -$20K – 1044
2018
Q2 		$20K Buy
+350
New +$20.6K 0.01% 303

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

Glassman Wealth Services's KYO Position: Q3 2018 in Review

Glassman Wealth Services sold out of Kyocera Adr (KYO) in Q3 2018, closing a stake of 350 shares — an estimated $20K sold.

Glassman Wealth Services first reported a position in KYO in Q2 2018 and held it in 1 quarter. The position peaked at $20K in Q2 2018. 6 funds tracked by Wall St. Rank hold KYO as of Q3 2018.

  • Glassman Wealth Services reported no remaining Kyocera Adr position as of Q3 2018 after selling out during the quarter.
  • Glassman Wealth Services sold 350 Kyocera Adr shares in Q3 2018, an estimated $20K.
  • Glassman Wealth Services first reported a position in Kyocera Adr in Q2 2018 and held it in 1 quarter.
  • Glassman Wealth Services's Kyocera Adr position peaked at $20K in Q2 2018.
  • 6 funds tracked by Wall St. Rank held Kyocera Adr as of Q3 2018.

Based on Glassman Wealth Services's 13F filing for Q3 2018, filed 13 Nov 2018.