OSAM
KYO

O'Shaughnessy Asset Management’s Kyocera Adr KYO Stock Holding History

O'Shaughnessy Asset 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
Q3 		– Sell
-237
Closed -$13K – 1015
2018
Q2 		$13K Hold
237
– – ﹤0.01% 772
2018
Q1 		$13K Sell
237
-30
-11% -$1.84K ﹤0.01% 783
2017
Q4 		$17K Buy
+267
New +$18.1K ﹤0.01% 789
2016
Q2 		– Sell
-1,389
Closed -$61K – 1036
2016
Q1 		$61K Sell
1,389
-31
-2% -$1.34K ﹤0.01% 586
2015
Q4 		$65K Sell
1,420
-141
-9% -$6.67K ﹤0.01% 598
2015
Q3 		$72K Sell
1,561
-97
-6% -$4.84K ﹤0.01% 577
2015
Q2 		$86K Buy
+1,658
New +$90.7K ﹤0.01% 590
2014
Q3 		– Sell
-1,434
Closed -$68K – 1093
2014
Q2 		$68K Buy
1,434
+51
+4% +$2.34K ﹤0.01% 621
2014
Q1 		$63K Buy
1,383
+325
+31% +$15K ﹤0.01% 621
2013
Q4 		$53K Sell
1,058
-88
-8% -$4.5K ﹤0.01% 627
2013
Q3 		$61K Buy
+1,146
New +$60.2K ﹤0.01% 605

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
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

O'Shaughnessy Asset Management's KYO Position: Q3 2018 in Review

O'Shaughnessy Asset Management sold out of Kyocera Adr (KYO) in Q3 2018, closing a stake of 237 shares — an estimated $13K sold.

O'Shaughnessy Asset Management first reported a position in KYO in Q3 2013 and held it in 11 quarters. The position peaked at $86K in Q2 2015. 6 funds tracked by Wall St. Rank hold KYO as of Q3 2018.

  • O'Shaughnessy Asset Management reported no remaining Kyocera Adr position as of Q3 2018 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 237 Kyocera Adr shares in Q3 2018, an estimated $13K.
  • O'Shaughnessy Asset Management first reported a position in Kyocera Adr in Q3 2013 and held it in 11 quarters.
  • O'Shaughnessy Asset Management's Kyocera Adr position peaked at $86K in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Kyocera Adr as of Q3 2018.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2018, filed 6 Nov 2018.