LTFS
KYO

Ladenburg Thalmann Financial Services’s Kyocera Adr KYO Stock Holding History

Ladenburg Thalmann Financial 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
-363
Closed -$21K – 5506
2018
Q2 		$21K Hold
363
– – ﹤0.01% 3815
2018
Q1 		$21K Sell
363
-63
-15% -$3.87K ﹤0.01% 3815
2017
Q4 		$29K Buy
426
+63
+17% +$4.26K ﹤0.01% 3579
2017
Q3 		$22K Sell
363
-145
-29% -$8.7K ﹤0.01% 3640
2017
Q2 		$30K Buy
508
+8
+2% +$461 ﹤0.01% 3365
2017
Q1 		$28K Sell
500
-72
-13% -$3.89K ﹤0.01% 3337
2016
Q4 		$28K Buy
572
+193
+51% +$9.43K ﹤0.01% 3270
2016
Q3 		$18K Sell
379
-16
-4% -$770 ﹤0.01% 3486
2016
Q2 		$19K Sell
395
-2
-0.5% -$96 ﹤0.01% 3390
2016
Q1 		$18K Buy
397
+130
+49% +$5.63K ﹤0.01% 3350
2015
Q4 		$12K Sell
267
-21
-7% -$993 ﹤0.01% 3595
2015
Q3 		$13K Buy
288
+15
+5% +$748 ﹤0.01% 3392
2015
Q2 		$14K Hold
273
– – ﹤0.01% 3479
2015
Q1 		$15K Hold
273
– – ﹤0.01% 3385
2014
Q4 		$13K Buy
273
+179
+190% +$8.21K ﹤0.01% 3278
2014
Q3 		$4K Hold
94
– – ﹤0.01% 3528
2014
Q2 		$4K Hold
94
– – ﹤0.01% 3488
2014
Q1 		$4K Sell
94
-18
-16% -$828 ﹤0.01% 3372
2013
Q4 		$6K Sell
112
-34
-23% -$1.74K ﹤0.01% 3205
2013
Q3 		$6K Buy
146
+34
+30% +$1.79K ﹤0.01% 3120
2013
Q2 		$6K Buy
+112
New +$5.52K ﹤0.01% 2999

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 $336B AUM 34.66% 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

Ladenburg Thalmann Financial Services's KYO Position: Q3 2018 in Review

Ladenburg Thalmann Financial Services sold out of Kyocera Adr (KYO) in Q3 2018, closing a stake of 363 shares — an estimated $21K sold.

Ladenburg Thalmann Financial Services first reported a position in KYO in Q2 2013 and held it in 21 quarters. The position peaked at $30K in Q2 2017. 6 funds tracked by Wall St. Rank hold KYO as of Q3 2018.

  • Ladenburg Thalmann Financial Services reported no remaining Kyocera Adr position as of Q3 2018 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 363 Kyocera Adr shares in Q3 2018, an estimated $21K.
  • Ladenburg Thalmann Financial Services first reported a position in Kyocera Adr in Q2 2013 and held it in 21 quarters.
  • Ladenburg Thalmann Financial Services's Kyocera Adr position peaked at $30K in Q2 2017.
  • 6 funds tracked by Wall St. Rank held Kyocera Adr as of Q3 2018.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2018, filed 14 Nov 2018.