SWP
KYO

Stratos Wealth Partners’s Kyocera Adr KYO Stock Holding History

Stratos Wealth Partners’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
Q2 		– Sell
-16,048
Closed -$901K – 874
2017
Q1 		$901K Buy
+16,048
New +$868K 0.05% 296

Other funds holding KYO

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PPA
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
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
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stratos Wealth Partners's KYO Position: Q2 2017 in Review

Stratos Wealth Partners sold out of Kyocera Adr (KYO) in Q2 2017, closing a stake of 16,048 shares — an estimated $901K sold.

Stratos Wealth Partners first reported a position in KYO in Q1 2017 and held it in 1 quarter. The position peaked at $901K in Q1 2017. 72 funds tracked by Wall St. Rank hold KYO as of Q2 2017.

  • Stratos Wealth Partners reported no remaining Kyocera Adr position as of Q2 2017 after selling out during the quarter.
  • Stratos Wealth Partners sold 16,048 Kyocera Adr shares in Q2 2017, an estimated $901K.
  • Stratos Wealth Partners first reported a position in Kyocera Adr in Q1 2017 and held it in 1 quarter.
  • Stratos Wealth Partners's Kyocera Adr position peaked at $901K in Q1 2017.
  • 72 funds tracked by Wall St. Rank held Kyocera Adr as of Q2 2017.

Based on Stratos Wealth Partners's 13F filing for Q2 2017, filed 31 Jul 2017.