LNWWM
KYO

Laird Norton Wetherby Wealth Management’s Kyocera Adr KYO Stock Holding History

Laird Norton Wetherby Wealth Management’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
-9,638
Closed -$546K – 672
2018
Q1 		$546K Buy
9,638
+395
+4% +$24.3K 0.08% 324
2017
Q4 		$605K Buy
9,243
+210
+2% +$14.2K 0.08% 298
2017
Q3 		$562K Buy
9,033
+710
+9% +$42.6K 0.08% 299
2017
Q2 		$485K Buy
8,323
+716
+9% +$41.3K 0.08% 306
2017
Q1 		$427K Buy
7,607
+911
+14% +$49.3K 0.08% 329
2016
Q4 		$333K Buy
6,696
+860
+15% +$42K 0.07% 383
2016
Q3 		$281K Sell
5,836
-48
-0.8% -$2.31K 0.06% 400
2016
Q2 		$281K Buy
5,884
+270
+5% +$13K 0.06% 371
2016
Q1 		$248K Sell
5,614
-1,090
-16% -$47.2K 0.06% 381
2015
Q4 		$309K Sell
6,704
-200
-3% -$9.46K 0.07% 312
2015
Q3 		$317K Buy
6,904
+1,740
+34% +$86.8K 0.08% 301
2015
Q2 		$269K Buy
5,164
+57
+1% +$3.12K 0.06% 358
2015
Q1 		$280K Buy
5,107
+65
+1% +$3.15K 0.07% 334
2014
Q4 		$231K Sell
5,042
-215
-4% -$9.87K 0.06% 379
2014
Q3 		$245K Buy
5,257
+605
+13% +$28.8K 0.07% 345
2014
Q2 		$222K Buy
4,652
+96
+2% +$4.4K 0.06% 376
2014
Q1 		$206K Sell
4,556
-500
-10% -$23K 0.06% 390
2013
Q4 		$253K Sell
5,056
-4
-0.1% -$204 0.07% 331
2013
Q3 		$270K Buy
5,060
+788
+18% +$41.4K 0.08% 302
2013
Q2 		$217K Buy
+4,272
New +$211K 0.08% 327

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

Laird Norton Wetherby Wealth Management's KYO Position: Q2 2018 in Review

Laird Norton Wetherby Wealth Management sold out of Kyocera Adr (KYO) in Q2 2018, closing a stake of 9,638 shares — an estimated $546K sold.

Laird Norton Wetherby Wealth Management first reported a position in KYO in Q2 2013 and held it in 20 quarters. The position peaked at $605K in Q4 2017. 21 funds tracked by Wall St. Rank hold KYO as of Q2 2018.

  • Laird Norton Wetherby Wealth Management reported no remaining Kyocera Adr position as of Q2 2018 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 9,638 Kyocera Adr shares in Q2 2018, an estimated $546K.
  • Laird Norton Wetherby Wealth Management first reported a position in Kyocera Adr in Q2 2013 and held it in 20 quarters.
  • Laird Norton Wetherby Wealth Management's Kyocera Adr position peaked at $605K in Q4 2017.
  • 21 funds tracked by Wall St. Rank held Kyocera Adr as of Q2 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2018, filed 24 Jul 2018.