RFA
KYO

Reilly Financial Advisors’s Kyocera Adr KYO Stock Holding History

Reilly Financial 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
Q2 		– Sell
-114
Closed -$6K – 1047
2018
Q1 		$6K Hold
114
– – ﹤0.01% 758
2017
Q4 		$7K Hold
114
– – ﹤0.01% 736
2017
Q3 		$7K Hold
114
– – ﹤0.01% 714
2017
Q2 		$7K Hold
114
– – ﹤0.01% 732
2017
Q1 		$6K Hold
114
– – ﹤0.01% 723
2016
Q4 		$6K Hold
114
– – ﹤0.01% 656
2016
Q3 		$5K Hold
114
– – ﹤0.01% 663
2016
Q2 		$5K Buy
+114
New +$5.49K ﹤0.01% 621
2015
Q4 		– Sell
-114
Closed -$5.39K – 1458
2015
Q3 		$5K Hold
114
– – ﹤0.01% 976
2015
Q2 		$6K Hold
114
– – ﹤0.01% 1033
2015
Q1 		$6K Hold
114
– – ﹤0.01% 985
2014
Q4 		$5K Hold
114
– – ﹤0.01% 637
2014
Q3 		$5K Hold
114
– – ﹤0.01% 647
2014
Q2 		$5K Hold
114
– – ﹤0.01% 684
2014
Q1 		$5K Hold
114
– – ﹤0.01% 678
2013
Q4 		$6K Hold
114
– – ﹤0.01% 654
2013
Q3 		$6K Hold
114
– – ﹤0.01% 574
2013
Q2 		$6K Buy
+114
New +$5.62K ﹤0.01% 598

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

Reilly Financial Advisors's KYO Position: Q2 2018 in Review

Reilly Financial Advisors sold out of Kyocera Adr (KYO) in Q2 2018, closing a stake of 114 shares — an estimated $6K sold.

Reilly Financial Advisors first reported a position in KYO in Q2 2013 and held it in 18 quarters. The position peaked at $7K in Q4 2017. 21 funds tracked by Wall St. Rank hold KYO as of Q2 2018.

  • Reilly Financial Advisors reported no remaining Kyocera Adr position as of Q2 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 114 Kyocera Adr shares in Q2 2018, an estimated $6K.
  • Reilly Financial Advisors first reported a position in Kyocera Adr in Q2 2013 and held it in 18 quarters.
  • Reilly Financial Advisors's Kyocera Adr position peaked at $7K in Q4 2017.
  • 21 funds tracked by Wall St. Rank held Kyocera Adr as of Q2 2018.

Based on Reilly Financial Advisors's 13F filing for Q2 2018, filed 18 Jul 2018.