LWM
KYO

Lenox Wealth Management’s Kyocera Adr KYO Stock Holding History

Lenox 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
Q4 		– Sell
-32
Closed -$2K – 711
2018
Q3 		$2K Hold
32
– – ﹤0.01% 595
2018
Q2 		$2K Buy
+32
New +$1.89K ﹤0.01% 520

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 $295B AUM 31.6% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Lenox Wealth Management's KYO Position: Q4 2018 in Review

Lenox Wealth Management sold out of Kyocera Adr (KYO) in Q4 2018, closing a stake of 32 shares — an estimated $2K sold.

Lenox Wealth Management first reported a position in KYO in Q2 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 6 funds tracked by Wall St. Rank hold KYO as of Q4 2018.

  • Lenox Wealth Management reported no remaining Kyocera Adr position as of Q4 2018 after selling out during the quarter.
  • Lenox Wealth Management sold 32 Kyocera Adr shares in Q4 2018, an estimated $2K.
  • Lenox Wealth Management first reported a position in Kyocera Adr in Q2 2018 and held it in 2 quarters.
  • Lenox Wealth Management's Kyocera Adr position peaked at $2K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Kyocera Adr as of Q4 2018.

Based on Lenox Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.