IPC
KYO

Independent Portfolio Consultants’s Kyocera Adr KYO Stock Holding History

Independent Portfolio Consultants’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
Q2 		$31K Sell
535
-135
-20% -$7.79K 0.01% 575
2017
Q1 		$38K Sell
670
-1,245
-65% -$67.3K 0.01% 601
2016
Q4 		$95K Sell
1,915
-150
-7% -$7.33K 0.03% 456
2016
Q3 		$98K Sell
2,065
-275
-12% -$13.2K 0.03% 447
2016
Q2 		$112K Sell
2,340
-115
-5% -$5.53K 0.04% 434
2016
Q1 		$108K Buy
2,455
+30
+1% +$1.3K 0.03% 459
2015
Q4 		$112K Sell
2,425
-15
-0.6% -$709 0.03% 447
2015
Q3 		$112K Sell
2,440
-60
-2% -$2.99K 0.02% 438
2015
Q2 		$130K Buy
2,500
+175
+8% +$9.57K 0.03% 446
2015
Q1 		$128K Sell
2,325
-250
-10% -$12.1K 0.03% 439
2014
Q4 		$118K Sell
2,575
-3,885
-60% -$178K 0.02% 469
2014
Q3 		$302K Buy
6,460
+75
+1% +$3.58K 0.08% 396
2014
Q2 		$304K Sell
6,385
-460
-7% -$21.1K 0.09% 372
2014
Q1 		$309K Sell
6,845
-2,285
-25% -$105K 0.1% 358
2013
Q4 		$458K Sell
9,130
-10,270
-53% -$525K 0.16% 259
2013
Q3 		$517K Buy
19,400
+9,970
+106% +$524K 0.21% 194
2013
Q2 		$480K Buy
+9,430
New +$465K 0.22% 196

Other funds holding KYO

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Portfolio Consultants's KYO Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Kyocera Adr (KYO) stake by 20% in Q2 2017, selling an estimated $7.79K and leaving 535 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #575.

Independent Portfolio Consultants first reported a position in KYO in Q2 2013 and has held it in 17 quarters since. The position peaked at $517K in Q3 2013. 72 funds tracked by Wall St. Rank hold KYO as of Q2 2017.

  • Independent Portfolio Consultants held 535 shares of Kyocera Adr worth $31K as of Q2 2017.
  • Independent Portfolio Consultants sold 135 Kyocera Adr shares in Q2 2017, an estimated $7.79K.
  • Kyocera Adr made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #575 holding.
  • Independent Portfolio Consultants first reported a position in Kyocera Adr in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Kyocera Adr position peaked at $517K in Q3 2013.
  • 72 funds tracked by Wall St. Rank held Kyocera Adr as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.