GT
KYO

Greenleaf Trust’s Kyocera Adr KYO Stock Holding History

Greenleaf 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
2018
Q2 		– Sell
-3,932
Closed -$223K – 611
2018
Q1 		$223K Sell
3,932
-793
-17% -$48.7K ﹤0.01% 410
2017
Q4 		$310K Hold
4,725
– – 0.01% 328
2017
Q3 		$294K Buy
4,725
+1,084
+30% +$65K 0.01% 317
2017
Q2 		$212K Buy
+3,641
New +$210K ﹤0.01% 338

Other funds holding KYO

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM

Greenleaf Trust's KYO Position: Q2 2018 in Review

Greenleaf Trust sold out of Kyocera Adr (KYO) in Q2 2018, closing a stake of 3,932 shares — an estimated $223K sold.

Greenleaf Trust first reported a position in KYO in Q2 2017 and held it in 4 quarters. The position peaked at $310K in Q4 2017. 21 funds tracked by Wall St. Rank hold KYO as of Q2 2018.

  • Greenleaf Trust reported no remaining Kyocera Adr position as of Q2 2018 after selling out during the quarter.
  • Greenleaf Trust sold 3,932 Kyocera Adr shares in Q2 2018, an estimated $223K.
  • Greenleaf Trust first reported a position in Kyocera Adr in Q2 2017 and held it in 4 quarters.
  • Greenleaf Trust's Kyocera Adr position peaked at $310K in Q4 2017.
  • 21 funds tracked by Wall St. Rank held Kyocera Adr as of Q2 2018.

Based on Greenleaf Trust's 13F filing for Q2 2018, filed 7 Aug 2018.