TrueWealth LLC’s Kyocera Adr KYO Stock Holding History

TrueWealth LLC’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
2018 Q1	–	Sell	-30	Closed	-$2K	–	962
2017 Q4	$2K	Buy	+30	New	+$2.03K	﹤0.01%	830

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

HCMT

Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

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

CGH

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

TrueWealth LLC's KYO Position: Q1 2018 in Review

TrueWealth LLC sold out of Kyocera Adr (KYO) in Q1 2018, closing a stake of 30 shares — an estimated $2K sold.

TrueWealth LLC first reported a position in KYO in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 77 funds tracked by Wall St. Rank hold KYO as of Q1 2018.

TrueWealth LLC reported no remaining Kyocera Adr position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 30 Kyocera Adr shares in Q1 2018, an estimated $2K.
TrueWealth LLC first reported a position in Kyocera Adr in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's Kyocera Adr position peaked at $2K in Q4 2017.
77 funds tracked by Wall St. Rank held Kyocera Adr as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.