WSCM
KYO

Wellington Shields Capital Management’s Kyocera Adr KYO Stock Holding History

Wellington Shields Capital Management’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
Q3 		– Sell
-21,959
Closed -$1.28M – 342
2017
Q2 		$1.28M Sell
21,959
-100
-0.5% -$5.77K 0.21% 113
2017
Q1 		$1.24M Buy
+22,059
New +$1.19M 0.2% 117

Other funds holding KYO

Renaissance Technologies
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
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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wellington Shields Capital Management's KYO Position: Q3 2017 in Review

Wellington Shields Capital Management sold out of Kyocera Adr (KYO) in Q3 2017, closing a stake of 21,959 shares — an estimated $1.28M sold.

Wellington Shields Capital Management first reported a position in KYO in Q1 2017 and held it in 2 quarters. The position peaked at $1.28M in Q2 2017. 64 funds tracked by Wall St. Rank hold KYO as of Q3 2017.

  • Wellington Shields Capital Management reported no remaining Kyocera Adr position as of Q3 2017 after selling out during the quarter.
  • Wellington Shields Capital Management sold 21,959 Kyocera Adr shares in Q3 2017, an estimated $1.28M.
  • Wellington Shields Capital Management first reported a position in Kyocera Adr in Q1 2017 and held it in 2 quarters.
  • Wellington Shields Capital Management's Kyocera Adr position peaked at $1.28M in Q2 2017.
  • 64 funds tracked by Wall St. Rank held Kyocera Adr as of Q3 2017.

Based on Wellington Shields Capital Management's 13F filing for Q3 2017, filed 6 Nov 2017.