World Asset Management’s Kyocera Adr KYO Stock Holding History

World Asset 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
2020 Q2	–	Sell	-3,584	Closed	-$213K	–	916
2020 Q1	$213K	Hold	3,584	–	–	0.02%	744
2019 Q4	$247K	Sell	3,584 -966	-21%	-$66.6K	0.01%	885
2019 Q3	$282K	Sell	4,550 -911	-17%	-$56.5K	0.01%	866
2019 Q2	$357K	Sell	5,461 -253	-4%	-$16.5K	0.02%	781
2019 Q1	$336K	Hold	5,714	–	–	0.02%	798
2018 Q4	$287K	Sell	5,714 -3,898	-41%	-$196K	0.02%	786
2018 Q3	$577K	Sell	9,612 -1,707	-15%	-$102K	0.03%	639
2018 Q2	$638K	Sell	11,319 -3,702	-25%	-$218K	0.03%	613
2018 Q1	$852K	Sell	15,021 -6,325	-30%	-$388K	0.04%	534
2017 Q4	$1.4M	Sell	21,346 -835	-4%	-$56.5K	0.05%	462
2017 Q3	$1.38M	Sell	22,181 -57	-0.3%	-$3.42K	0.05%	466
2017 Q2	$1.3M	Sell	22,238 -1,288	-5%	-$74.3K	0.04%	490
2017 Q1	$1.32M	Buy	23,526 +294	+1%	+$15.9K	0.04%	511
2016 Q4	$1.16M	Sell	23,232 -2,019	-8%	-$98.6K	0.04%	510
2016 Q3	$1.22M	Buy	25,251 +1,882	+8%	+$90.6K	0.04%	522
2016 Q2	$1.11M	Buy	23,369 +1,793	+8%	+$86.3K	0.04%	523
2016 Q1	$953K	Buy	21,576 +1,542	+8%	+$66.8K	0.04%	567
2015 Q4	$924K	Buy	20,034 +461	+2%	+$21.8K	0.04%	574
2015 Q3	$901K	Buy	19,573 +1,583	+9%	+$79K	0.04%	561
2015 Q2	$936K	Sell	17,990 -1,175	-6%	-$64.3K	0.04%	569
2015 Q1	$1.05M	Sell	19,165 -275	-1%	-$13.3K	0.04%	558
2014 Q4	$891K	Sell	19,440 -143	-0.7%	-$6.56K	0.03%	624
2014 Q3	$914K	Sell	19,583 -1,067	-5%	-$50.9K	0.03%	648
2014 Q2	$983K	Sell	20,650 -725	-3%	-$33.3K	0.03%	632
2014 Q1	$967K	Sell	21,375 -5,286	-20%	-$243K	0.03%	632
2013 Q4	$1.34M	Sell	26,661 -7,819	-23%	-$400K	0.04%	572
2013 Q3	$1.84M	Sell	34,480 -6,396	-16%	-$336K	0.05%	500
2013 Q2	$2.08M	Buy	+40,876	New	+$2.02M	0.05%	471

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

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

FRA

Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

World Asset Management's KYO Position: Q2 2020 in Review

World Asset Management sold out of Kyocera Adr (KYO) in Q2 2020, closing a stake of 3,584 shares — an estimated $213K sold.

World Asset Management first reported a position in KYO in Q2 2013 and held it in 28 quarters. The position peaked at $2.08M in Q2 2013. 5 funds tracked by Wall St. Rank hold KYO as of Q2 2020.

World Asset Management reported no remaining Kyocera Adr position as of Q2 2020 after selling out during the quarter.
World Asset Management sold 3,584 Kyocera Adr shares in Q2 2020, an estimated $213K.
World Asset Management first reported a position in Kyocera Adr in Q2 2013 and held it in 28 quarters.
World Asset Management's Kyocera Adr position peaked at $2.08M in Q2 2013.
5 funds tracked by Wall St. Rank held Kyocera Adr as of Q2 2020.

Based on World Asset Management's 13F filing for Q2 2020, filed 24 Jul 2020.