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
2016
Q2 		– Sell
-114
Closed -$5K – 1047
2016
Q1 		$5K Hold
114
– – ﹤0.01% 930
2015
Q4 		$5K Buy
+114
New +$5.39K ﹤0.01% 944

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 $336B AUM 34.66% 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.