PCP
KYO

Proficio Capital Partners’s Kyocera Adr KYO Stock Holding History

Proficio Capital Partners’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
-534
Closed -$30K – 1371
2018
Q1 		$30K Sell
534
-708
-57% -$43.5K 0.01% 480
2017
Q4 		$81K Buy
1,242
+24
+2% +$1.62K 0.03% 250
2017
Q3 		$76K Hold
1,218
– – 0.03% 302
2017
Q2 		$74K Sell
1,218
-402
-25% -$23.2K 0.03% 311
2017
Q1 		$94K Buy
1,620
+1,314
+429% +$71K 0.04% 262
2016
Q4 		$15K Sell
306
-56
-15% -$2.73K 0.01% 528
2016
Q3 		$17K Hold
362
– – 0.01% 472
2016
Q2 		$17K Buy
362
+71
+24% +$3.42K 0.01% 464
2016
Q1 		$13K Sell
291
-2
-0.7% -$87 0.01% 383
2015
Q4 		$14K Buy
+293
New +$13.9K 0.01% 237

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

Proficio Capital Partners's KYO Position: Q2 2018 in Review

Proficio Capital Partners sold out of Kyocera Adr (KYO) in Q2 2018, closing a stake of 534 shares — an estimated $30K sold.

Proficio Capital Partners first reported a position in KYO in Q4 2015 and held it in 10 quarters. The position peaked at $94K in Q1 2017. 21 funds tracked by Wall St. Rank hold KYO as of Q2 2018.

  • Proficio Capital Partners reported no remaining Kyocera Adr position as of Q2 2018 after selling out during the quarter.
  • Proficio Capital Partners sold 534 Kyocera Adr shares in Q2 2018, an estimated $30K.
  • Proficio Capital Partners first reported a position in Kyocera Adr in Q4 2015 and held it in 10 quarters.
  • Proficio Capital Partners's Kyocera Adr position peaked at $94K in Q1 2017.
  • 21 funds tracked by Wall St. Rank held Kyocera Adr as of Q2 2018.

Based on Proficio Capital Partners's 13F filing for Q2 2018, filed 10 Aug 2018.