Shelton Capital Management’s Kyocera Adr KYO Stock Holding History

Shelton Capital 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 Q3	–	Sell	-7,000	Closed	-$408K	–	893
2017 Q2	$408K	Hold	7,000	–	–	0.03%	431
2017 Q1	$393K	Hold	7,000	–	–	0.03%	451
2016 Q4	$348K	Sell	7,000 -5,300	-43%	-$259K	0.03%	550
2016 Q3	$592K	Hold	12,300	–	–	0.05%	316
2016 Q2	$586K	Hold	12,300	–	–	0.05%	329
2016 Q1	$543K	Hold	12,300	–	–	0.05%	335
2015 Q4	$567K	Hold	12,300	–	–	0.05%	322
2015 Q3	$566K	Hold	12,300	–	–	0.06%	312
2015 Q2	$640K	Hold	12,300	–	–	0.07%	286
2015 Q1	$676K	Hold	12,300	–	–	0.07%	278
2014 Q4	$564K	Buy	12,300 +2,600	+27%	+$119K	0.07%	323
2014 Q3	$453K	Hold	9,700	–	–	0.06%	375
2014 Q2	$462K	Buy	9,700 +1,400	+17%	+$64.2K	0.06%	379
2014 Q1	$376K	Buy	8,300 +3,400	+69%	+$156K	0.06%	436
2013 Q4	$246K	Buy	+4,900	New	+$250K	0.04%	613

Other funds holding KYO

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Shelton Capital Management's KYO Position: Q3 2017 in Review

Shelton Capital Management sold out of Kyocera Adr (KYO) in Q3 2017, closing a stake of 7,000 shares — an estimated $408K sold.

Shelton Capital Management first reported a position in KYO in Q4 2013 and held it in 15 quarters. The position peaked at $676K in Q1 2015. 64 funds tracked by Wall St. Rank hold KYO as of Q3 2017.

Shelton Capital Management reported no remaining Kyocera Adr position as of Q3 2017 after selling out during the quarter.
Shelton Capital Management sold 7,000 Kyocera Adr shares in Q3 2017, an estimated $408K.
Shelton Capital Management first reported a position in Kyocera Adr in Q4 2013 and held it in 15 quarters.
Shelton Capital Management's Kyocera Adr position peaked at $676K in Q1 2015.
64 funds tracked by Wall St. Rank held Kyocera Adr as of Q3 2017.

Based on Shelton Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.