Whitnell & Co’s Kyocera Adr KYO Stock Holding History

Whitnell & Co’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 Q3	–	Sell	-23	Closed	-$1K	–	373
2018 Q2	$1K	Hold	23	–	–	﹤0.01%	368
2018 Q1	$1K	Hold	23	–	–	﹤0.01%	405
2017 Q4	$2K	Buy	+23	New	+$1.56K	﹤0.01%	335
2017 Q1	–	Sell	-59	Closed	-$3K	–	388
2016 Q4	$3K	Hold	59	–	–	﹤0.01%	369
2016 Q3	$3K	Hold	59	–	–	﹤0.01%	351
2016 Q2	$3K	Hold	59	–	–	﹤0.01%	354
2016 Q1	$3K	Buy	59 +2	+4%	+$87	﹤0.01%	356
2015 Q4	$3K	Hold	57	–	–	﹤0.01%	331
2015 Q3	$3K	Buy	+57	New	+$2.84K	﹤0.01%	321

Other funds holding KYO

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

WAM

World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

QCG

Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

LWM

Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return

Whitnell & Co's KYO Position: Q3 2018 in Review

Whitnell & Co sold out of Kyocera Adr (KYO) in Q3 2018, closing a stake of 23 shares — an estimated $1K sold.

Whitnell & Co first reported a position in KYO in Q3 2015 and held it in 9 quarters. The position peaked at $3K in Q4 2016. 6 funds tracked by Wall St. Rank hold KYO as of Q3 2018.

Whitnell & Co reported no remaining Kyocera Adr position as of Q3 2018 after selling out during the quarter.
Whitnell & Co sold 23 Kyocera Adr shares in Q3 2018, an estimated $1K.
Whitnell & Co first reported a position in Kyocera Adr in Q3 2015 and held it in 9 quarters.
Whitnell & Co's Kyocera Adr position peaked at $3K in Q4 2016.
6 funds tracked by Wall St. Rank held Kyocera Adr as of Q3 2018.

Based on Whitnell & Co's 13F filing for Q3 2018, filed 23 Oct 2018.