WAM
KYO

Wealthspire Advisors (Maryland)’s Kyocera Adr KYO Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-297
Closed -$17K – 2685
2018
Q1 		$17K Sell
297
-4
-1% -$246 ﹤0.01% 1362
2017
Q4 		$20K Buy
301
+4
+1% +$271 ﹤0.01% 1336
2017
Q3 		$18K Sell
297
-2
-0.7% -$120 ﹤0.01% 1342
2017
Q2 		$17K Buy
299
+47
+19% +$2.71K ﹤0.01% 1336
2017
Q1 		$14K Buy
252
+139
+123% +$7.51K ﹤0.01% 1219
2016
Q4 		$6K Hold
113
– – ﹤0.01% 1364
2016
Q3 		$5K Hold
113
– – ﹤0.01% 1412
2016
Q2 		$5K Sell
113
-4
-3% -$192 ﹤0.01% 1360
2016
Q1 		$5K Buy
117
+65
+125% +$2.82K ﹤0.01% 1364
2015
Q4 		$2K Buy
+52
New +$2.46K ﹤0.01% 1561

Other funds holding KYO

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM

Wealthspire Advisors (Maryland)'s KYO Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Kyocera Adr (KYO) in Q2 2018, closing a stake of 297 shares — an estimated $17K sold.

Wealthspire Advisors (Maryland) first reported a position in KYO in Q4 2015 and held it in 10 quarters. The position peaked at $20K in Q4 2017. 21 funds tracked by Wall St. Rank hold KYO as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Kyocera Adr position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 297 Kyocera Adr shares in Q2 2018, an estimated $17K.
  • Wealthspire Advisors (Maryland) first reported a position in Kyocera Adr in Q4 2015 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Kyocera Adr position peaked at $20K in Q4 2017.
  • 21 funds tracked by Wall St. Rank held Kyocera Adr as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.