WA
KYO

Winfield Associates’s Kyocera Adr KYO Stock Holding History

Winfield Associates’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
-90
Closed -$6K – 788
2017
Q4 		$6K Buy
90
+5
+6% +$338 ﹤0.01% 505
2017
Q3 		$5K Hold
85
– – ﹤0.01% 506
2017
Q2 		$5K Hold
85
– – ﹤0.01% 545
2017
Q1 		$5K Hold
85
– – ﹤0.01% 480
2016
Q4 		$4K Buy
85
+5
+6% +$244 ﹤0.01% 480
2016
Q3 		$4K Sell
80
-5
-6% -$241 ﹤0.01% 457
2016
Q2 		$4K Buy
85
+15
+21% +$722 ﹤0.01% 446
2016
Q1 		$3K Buy
+70
New +$3.03K ﹤0.01% 468

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
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
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

Winfield Associates's KYO Position: Q1 2018 in Review

Winfield Associates sold out of Kyocera Adr (KYO) in Q1 2018, closing a stake of 90 shares — an estimated $6K sold.

Winfield Associates first reported a position in KYO in Q1 2016 and held it in 8 quarters. The position peaked at $6K in Q4 2017. 77 funds tracked by Wall St. Rank hold KYO as of Q1 2018.

  • Winfield Associates reported no remaining Kyocera Adr position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 90 Kyocera Adr shares in Q1 2018, an estimated $6K.
  • Winfield Associates first reported a position in Kyocera Adr in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's Kyocera Adr position peaked at $6K in Q4 2017.
  • 77 funds tracked by Wall St. Rank held Kyocera Adr as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.