S
KYO

SimplyRich’s Kyocera Adr KYO Stock Holding History

SimplyRich’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
2019
Q3 		– Sell
-3,692
Closed -$242K – 154
2019
Q2 		$242K Buy
+3,692
New +$242K 0.13% 138
2018
Q2 		– Sell
-3,692
Closed -$209K – 173
2018
Q1 		$209K Hold
3,692
– – 0.12% 170
2017
Q4 		$242K Buy
+3,692
New +$250K 0.14% 150

Other funds holding KYO

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

SimplyRich's KYO Position: Q3 2019 in Review

SimplyRich sold out of Kyocera Adr (KYO) in Q3 2019, closing a stake of 3,692 shares — an estimated $242K sold.

SimplyRich first reported a position in KYO in Q4 2017 and held it in 3 quarters. The position peaked at $242K in Q2 2019. 6 funds tracked by Wall St. Rank hold KYO as of Q3 2019.

  • SimplyRich reported no remaining Kyocera Adr position as of Q3 2019 after selling out during the quarter.
  • SimplyRich sold 3,692 Kyocera Adr shares in Q3 2019, an estimated $242K.
  • SimplyRich first reported a position in Kyocera Adr in Q4 2017 and held it in 3 quarters.
  • SimplyRich's Kyocera Adr position peaked at $242K in Q2 2019.
  • 6 funds tracked by Wall St. Rank held Kyocera Adr as of Q3 2019.

Based on SimplyRich's 13F filing for Q3 2019, filed 1 Nov 2019.