PWM
KYO

Perigon Wealth Management’s Kyocera Adr KYO Stock Holding History

Perigon 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
2017
Q1 		– Sell
-294
Closed -$16K – 736
2016
Q4 		$16K Buy
+294
New +$14.4K ﹤0.01% 506

Other funds holding KYO

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Perigon Wealth Management's KYO Position: Q1 2017 in Review

Perigon Wealth Management sold out of Kyocera Adr (KYO) in Q1 2017, closing a stake of 294 shares — an estimated $16K sold.

Perigon Wealth Management first reported a position in KYO in Q4 2016 and held it in 1 quarter. The position peaked at $16K in Q4 2016. 70 funds tracked by Wall St. Rank hold KYO as of Q1 2017.

  • Perigon Wealth Management reported no remaining Kyocera Adr position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 294 Kyocera Adr shares in Q1 2017, an estimated $16K.
  • Perigon Wealth Management first reported a position in Kyocera Adr in Q4 2016 and held it in 1 quarter.
  • Perigon Wealth Management's Kyocera Adr position peaked at $16K in Q4 2016.
  • 70 funds tracked by Wall St. Rank held Kyocera Adr as of Q1 2017.

Based on Perigon Wealth Management's 13F filing for Q1 2017, filed 6 Jun 2017.