Glenmede Trust’s Kyocera Adr KYO Stock Holding History

Glenmede Trust’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
2020 Q2	–	Sell	-823	Closed	-$56K	–	2782
2020 Q1	$56K	Hold	823	–	–	﹤0.01%	1641
2019 Q4	$56K	Buy	823 +136	+20%	+$9.25K	﹤0.01%	1641
2019 Q3	$42	Buy	687 +72	+12%	+$4	﹤0.01%	1742
2019 Q2	$40	Buy	615 +104	+20%	+$7	﹤0.01%	1791
2019 Q1	$30	Sell	511 -36	-7%	-$2	﹤0.01%	1921
2018 Q4	$27	Buy	+547	New	+$27	﹤0.01%	1859
2018 Q2	–	Sell	-2,487	Closed	-$162K	–	2495
2018 Q1	$162K	Hold	2,487	–	–	﹤0.01%	1248
2017 Q4	$162K	Sell	2,487 -940	-27%	-$63.6K	﹤0.01%	1248
2017 Q3	$212K	Sell	3,427 -20	-0.6%	-$1.2K	﹤0.01%	1210
2017 Q2	$192K	Hold	3,447	–	–	﹤0.01%	1212
2017 Q1	$192K	Sell	3,447 -2,466	-42%	-$133K	﹤0.01%	1212
2016 Q4	$292K	Sell	5,913 -142,364	-96%	-$6.95M	﹤0.01%	1105
2016 Q3	$7.13M	Buy	148,277 +102,696	+225%	+$4.94M	0.04%	417
2016 Q2	$2.17M	Buy	45,581 +45,404	+25,652%	+$2.18M	0.01%	601
2016 Q1	$7K	Buy	177 +6	+4%	+$260	﹤0.01%	2150
2015 Q4	$7K	Sell	171 -41	-19%	-$1.94K	﹤0.01%	2185
2015 Q3	$8K	Buy	212 +106	+100%	+$5.29K	﹤0.01%	2178
2015 Q2	$4K	Buy	106 +29	+38%	+$1.59K	﹤0.01%	2318
2015 Q1	$4K	Sell	77 -252	-77%	-$12.2K	﹤0.01%	2301
2014 Q4	$15K	Buy	+329	New	+$15.1K	﹤0.01%	2105

Other funds holding KYO

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

FRA

Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Glenmede Trust's KYO Position: Q2 2020 in Review

Glenmede Trust sold out of Kyocera Adr (KYO) in Q2 2020, closing a stake of 823 shares — an estimated $56K sold.

Glenmede Trust first reported a position in KYO in Q4 2014 and held it in 20 quarters. The position peaked at $7.13M in Q3 2016. 5 funds tracked by Wall St. Rank hold KYO as of Q2 2020.

Glenmede Trust reported no remaining Kyocera Adr position as of Q2 2020 after selling out during the quarter.
Glenmede Trust sold 823 Kyocera Adr shares in Q2 2020, an estimated $56K.
Glenmede Trust first reported a position in Kyocera Adr in Q4 2014 and held it in 20 quarters.
Glenmede Trust's Kyocera Adr position peaked at $7.13M in Q3 2016.
5 funds tracked by Wall St. Rank held Kyocera Adr as of Q2 2020.

Based on Glenmede Trust's 13F filing for Q2 2020, filed 14 Aug 2020.