Summit Trail Advisors’s Kyocera Adr KYO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-971
Closed -$67K 2082
2017
Q4
$67K Buy
+971
New +$65.7K 0.01% 745

Other funds holding KYO

Summit Trail Advisors's KYO Position: Q1 2018 in Review

Summit Trail Advisors sold out of Kyocera Adr (KYO) in Q1 2018, closing a stake of 971 shares — an estimated $67K sold.

Summit Trail Advisors first reported a position in KYO in Q4 2017 and held it in 1 quarter. The position peaked at $67K in Q4 2017. 77 funds tracked by Wall St. Rank hold KYO as of Q1 2018.

  • Summit Trail Advisors reported no remaining Kyocera Adr position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 971 Kyocera Adr shares in Q1 2018, an estimated $67K.
  • Summit Trail Advisors first reported a position in Kyocera Adr in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Kyocera Adr position peaked at $67K in Q4 2017.
  • 77 funds tracked by Wall St. Rank held Kyocera Adr as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.