RFA
KUB

Reilly Financial Advisors’s KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) KUB Stock Holding History

Reilly Financial Advisors’s Portfolio KUB Stock Details KUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-126
Closed -$9K – 1497
2015
Q3 		$9K Hold
126
– – ﹤0.01% 825
2015
Q2 		$10K Hold
126
– – ﹤0.01% 881
2015
Q1 		$10K Hold
126
– – ﹤0.01% 860
2014
Q4 		$9K Hold
126
– – ﹤0.01% 541
2014
Q3 		$10K Hold
126
– – ﹤0.01% 535
2014
Q2 		$9K Hold
126
– – ﹤0.01% 582
2014
Q1 		$8K Hold
126
– – ﹤0.01% 602
2013
Q4 		$11K Hold
126
– – ﹤0.01% 528
2013
Q3 		$9K Hold
126
– – ﹤0.01% 501
2013
Q2 		$9K Buy
+126
New +$9.42K ﹤0.01% 511

Other funds holding KUB

TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
PSC
Prentiss Smith & Co Brattleboro, Vermont $172M AUM 21.18% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return

Reilly Financial Advisors's KUB Position: Q4 2015 in Review

Reilly Financial Advisors sold out of KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) (KUB) in Q4 2015, closing a stake of 126 shares — an estimated $9K sold.

Reilly Financial Advisors first reported a position in KUB in Q2 2013 and held it in 10 quarters. The position peaked at $11K in Q4 2013. 15 funds tracked by Wall St. Rank hold KUB as of Q4 2015.

  • Reilly Financial Advisors reported no remaining KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) position as of Q4 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 126 KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) shares in Q4 2015, an estimated $9K.
  • Reilly Financial Advisors first reported a position in KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) in Q2 2013 and held it in 10 quarters.
  • Reilly Financial Advisors's KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) position peaked at $11K in Q4 2013.
  • 15 funds tracked by Wall St. Rank held KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) as of Q4 2015.

Based on Reilly Financial Advisors's 13F filing for Q4 2015, filed 22 Jan 2016.