Parallel Advisors’s Kyocera Adr KYO Stock Holding History

Parallel Advisors’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	-1,054	Closed	-$59K	–	2365
2018 Q2	$59K	Sell	1,054 -261	-20%	-$15.4K	0.01%	688
2018 Q1	$75K	Sell	1,315 -327	-20%	-$20.1K	0.01%	583
2017 Q4	$108K	Hold	1,642	–	–	0.02%	470
2017 Q3	$113K	Buy	1,642 +5	+0.3%	+$300	0.02%	449
2017 Q2	$100K	Buy	1,637 +84	+5%	+$4.84K	0.02%	477
2017 Q1	$91K	Buy	1,553 +289	+23%	+$15.6K	0.02%	479
2016 Q4	$63K	Buy	+1,264	New	+$61.7K	0.01%	521

Other funds holding KYO

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Parallel Advisors's KYO Position: Q3 2018 in Review

Parallel Advisors sold out of Kyocera Adr (KYO) in Q3 2018, closing a stake of 1,054 shares — an estimated $59K sold.

Parallel Advisors first reported a position in KYO in Q4 2016 and held it in 7 quarters. The position peaked at $113K in Q3 2017. 6 funds tracked by Wall St. Rank hold KYO as of Q3 2018.

Parallel Advisors reported no remaining Kyocera Adr position as of Q3 2018 after selling out during the quarter.
Parallel Advisors sold 1,054 Kyocera Adr shares in Q3 2018, an estimated $59K.
Parallel Advisors first reported a position in Kyocera Adr in Q4 2016 and held it in 7 quarters.
Parallel Advisors's Kyocera Adr position peaked at $113K in Q3 2017.
6 funds tracked by Wall St. Rank held Kyocera Adr as of Q3 2018.

Based on Parallel Advisors's 13F filing for Q3 2018, filed 1 Nov 2018.